Ep Wealth Advisors, LLC Spdr Portfolio Intermediate Te Transaction History
Ep Wealth Advisors, LLC
- $11.7 Billion
- Q4 2024
A detailed history of Ep Wealth Advisors, LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 110,887 shares of SPIB stock, worth $3.65 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
110,887
Previous 108,799
1.92%
Holding current value
$3.65 Million
Previous $3.67 Million
0.95%
% of portfolio
0.03%
Previous 0.03%
Shares
12 transactions
Others Institutions Holding SPIB
# of Institutions
606Shares Held
244MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA43.5MShares$1.43 Billion0.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC38.3MShares$1.26 Billion0.53% of portfolio
-
Envestnet Asset Management Inc9.58MShares$315 Million0.1% of portfolio
-
Creative Planning Overland Park, KS6.83MShares$225 Million0.22% of portfolio
-
Morgan Stanley New York, NY5.5MShares$181 Million0.01% of portfolio