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

Ep Wealth Advisors, LLC

  • $14.6 Billion
  • Q2 2025

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 5,000 shares of SPLB stock, worth $116,900. This represents 0.0% of its overall portfolio holdings.

Number of Shares
5,000
Previous 4,934 1.34%
Holding current value
$116,900
Previous $111,000 0.9%
% of portfolio
0.0%
Previous 0.0%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$21.37 - $22.67 $1,410 - $1,496
66 Added 1.34%
5,000 $112,000
Q1 2025

May 15, 2025
BUY
$21.73 - $23.02 $934 - $989
43 Added 0.88%
4,934 $111,000
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
168
Shares Held
33.4M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR PORTFOLIO LONG TERM CORPO

SPLB Quotes by TradingView
  • Ticker SPLB
  • Sector ETFs
  • Industry ETFs
More about SPLB
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