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%
Shares
15 transactions
Others Institutions Holding SPLB
# of Institutions
150Shares Held
22.7MCall Options Held
100Put Options Held
4.4K-
Lpl Financial LLC Fort Mill, SC2.45MShares$56.3 Million0.02% of portfolio
-
Rockland Trust CO1.59MShares$36.5 Million1.81% of portfolio
-
Nyl Investors LLC New York, NY1.44MShares$33.3 Million2.94% of portfolio
-
Morgan Stanley New York, NY990KShares$22.8 Million0.0% of portfolio
-
Northwestern Mutual Wealth Management CO854KShares$19.6 Million0.02% of portfolio