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

Ep Wealth Advisors, LLC

  • $9.28 Billion
  • Q2 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 5,220 shares of SPHY stock, worth $125,071. This represents 0.0% of its overall portfolio holdings.

Number of Shares
5,220
Holding current value
$125,071
% of portfolio
0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
326
Shares Held
134M
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
Track This Portfolio

Track Ep Wealth Advisors, LLC Portfolio

Follow Ep Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ep Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ep Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email