Ep Wealth Advisors, LLC Spdr Portfolio Intermediate Te Transaction History
Ep Wealth Advisors, LLC
- $8.44 Billion
- Q1 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 130,117 shares of SPIB stock, worth $4.22 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
130,117
Previous 139,765
6.9%
Holding current value
$4.22 Million
Previous $4.59 Million
7.3%
% of portfolio
0.05%
Previous 0.06%
Shares
9 transactions
Others Institutions Holding SPIB
# of Institutions
510Shares Held
208MCall Options Held
100Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA30.9MShares$1 Billion0.24% of portfolio
-
Lpl Financial LLC Fort Mill, SC29.3MShares$952 Million0.53% of portfolio
-
Ge Investment Management Corp. Norwalk, CT15.8MShares$513 Million49.05% of portfolio
-
Charles Schwab Investment Advisory, Inc. San Francisco, CA12.5MShares$405 Million0.56% of portfolio
-
Wells Fargo & Company San Francisco, CA8.52MShares$276 Million0.07% of portfolio