Ep Wealth Advisors, LLC Spdr Portfolio Long Term Corpo Transaction History

Ep Wealth Advisors, LLC

$11.7 Billion
Q4 2024

A detailed history of Ep Wealth Advisors, LLC transactions in Spdr Portfolio Long Term Corpo stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 4,891 shares of SPLB stock, worth $112,590. This represents 0.0% of its overall portfolio holdings.

Number of Shares

4,891

Previous 4,809 1.71%

Holding current value

$112,590

Previous $116,000 6.9%

% of portfolio

0.0%

Previous 0.0%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$22.21 - $24.22 $1,821 - $1,986	82 Added 1.71%	4,891 $108,000
Q3 2024 Nov 14, 2024	SELL	$22.25 - $24.44 $74,515 - $81,849	-3,349 Reduced 41.05%	4,809 $116,000
Q2 2024 Aug 19, 2024	BUY	$21.93 - $23.08 $2,236 - $2,354	102 Added 1.27%	8,158 $183,000
Q1 2024 May 14, 2024	BUY	$22.65 - $23.8 $928 - $975	41 Added 0.51%	8,056 $187,000
Q4 2023 Feb 28, 2024	BUY	$20.07 - $24.05 $3,191 - $3,823	159 Added 2.02%	8,015 $190,000
Q3 2023 Nov 22, 2023	SELL	$21.24 - $23.34 $172,235 - $189,264	-8,109 Reduced 50.79%	7,856 $166,000
Q2 2023 Aug 14, 2023	BUY	$22.48 - $23.86 $259,554 - $275,487	11,546 Added 261.28%	15,965 $371,000
Q1 2023 Jun 05, 2023	BUY	$22.37 - $24.4 $98,853 - $107,823	4,419 New	4,419 $104,000
Q4 2022 Jun 12, 2023	BUY	$20.56 - $24.07 $90,258 - $105,667	4,390 Added 99.34%	8,809 $197,000
Q2 2022 Aug 11, 2022	SELL	$23.44 - $28.02 $26,182 - $31,298	-1,117 Reduced 11.52%	8,582 $207,000
Q1 2022 May 20, 2022	BUY	$26.79 - $30.98 $1,312 - $1,518	49 Added 0.51%	9,699 $270,000
Q4 2021 Feb 17, 2022	BUY	$30.89 - $32.39 $2,502 - $2,623	81 Added 0.85%	9,650 $304,000
Q3 2021 Nov 23, 2021	SELL	$31.36 - $32.63 $73,946 - $76,941	-2,358 Reduced 19.77%	9,569 $300,000
Q3 2021 Nov 16, 2021	BUY	$31.36 - $32.63 $75,891 - $78,964	2,420 Added 25.45%	11,927 $300,000
Q2 2021 Aug 24, 2021	BUY	$30.01 - $31.87 $285,305 - $302,988	9,507 New	9,507 $302,000

Others Institutions Holding SPLB

# of Institutions

150

Shares Held

22.7M

Call Options Held

100

Put Options Held

4.4K

View Full List

About SPDR PORTFOLIO LONG TERM CORPO

Ticker SPLB
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Ep Wealth Advisors, LLC Spdr Portfolio Long Term Corpo Transaction History