Ep Wealth Advisors, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Ep Wealth Advisors, LLC
- $11.3 Billion
- Q3 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 47,842 shares of SPDW stock, worth $1.69 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
47,842
Previous 36,954
29.46%
Holding current value
$1.69 Million
Previous $1.3 Million
38.58%
% of portfolio
0.02%
Previous 0.01%
Shares
14 transactions
Others Institutions Holding SPDW
# of Institutions
953Shares Held
487MCall Options Held
500Put Options Held
200-
Financial Engines Advisors L.L.C. Santa Clara, CA61.9MShares$2.18 Billion4.77% of portfolio
-
Creative Planning Overland Park, KS53.4MShares$1.88 Billion1.99% of portfolio
-
Allworth Financial LP29.9MShares$1.05 Billion6.96% of portfolio
-
Lpl Financial LLC Fort Mill, SC27.3MShares$962 Million0.47% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$620 Million16.39% of portfolio