Ep Wealth Advisors, LLC Spdr Ser Tr Spdr Portfolio Hig Transaction History

Ep Wealth Advisors, LLC

  • $11.3 Billion
  • Q3 2024

A detailed history of Ep Wealth Advisors, LLC transactions in Spdr Ser Tr Spdr Portfolio Hig stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 7,332 shares of SPHY stock, worth $173,841. This represents 0.0% of its overall portfolio holdings.

Number of Shares
7,332
Previous 5,220 40.46%
Holding current value
$173,841
Previous $121,000 45.45%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
BUY
$23.04 - $24.06 $48,660 - $50,814
2,112 Added 40.46%
7,332 $176,000
Q2 2024

Aug 19, 2024
BUY
$22.82 - $23.32 $119,120 - $121,730
5,220 New
5,220 $121,000
Q3 2023

Nov 22, 2023
BUY
$22.36 - $23.02 $123,583 - $127,231
5,527 New
5,527 $123,000

Others Institutions Holding SPHY

# of Institutions
413
Shares Held
148M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR SER TR SPDR PORTFOLIO HIG

SPHY Quotes by TradingView
  • Ticker SPHY
  • Sector ETFs
  • Industry ETFs
More about SPHY
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