Ep Wealth Advisors, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Ep Wealth Advisors, LLC
- $9.28 Billion
- Q2 2024
A detailed history of Ep Wealth Advisors, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 36,954 shares of SPDW stock, worth $1.32 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
36,954
Previous 47,011
21.39%
Holding current value
$1.32 Million
Previous $1.68 Million
23.04%
% of portfolio
0.01%
Previous 0.02%
Shares
13 transactions
Others Institutions Holding SPDW
# of Institutions
940Shares Held
483MCall Options Held
4.4KPut Options Held
200-
Financial Engines Advisors L.L.C. Santa Clara, CA60.4MShares$2.16 Billion4.72% of portfolio
-
Creative Planning Overland Park, KS53.4MShares$1.9 Billion1.99% of portfolio
-
Allworth Financial LP29.9MShares$1.07 Billion6.96% of portfolio
-
Lpl Financial LLC Fort Mill, SC27.8MShares$994 Million0.5% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$627 Million16.46% of portfolio