Ep Wealth Advisors, LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History

Ep Wealth Advisors, LLC

  • $8.44 Billion
  • Q1 2024

A detailed history of Ep Wealth Advisors, LLC transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 3,004 shares of SPLG stock, worth $193,998. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,004
Holding current value
$193,998
% of portfolio
0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024
BUY
$54.97 - $61.53 $165,129 - $184,836
3,004 New
3,004 $184,000
Q3 2023

Nov 22, 2023
SELL
$50.09 - $53.81 $23.3 Million - $25 Million
-464,573 Reduced 99.01%
4,656 $234,000
Q2 2023

Aug 14, 2023
BUY
$47.56 - $52.11 $21.9 Million - $24 Million
460,350 Added 5184.71%
469,229 $24.5 Million
Q1 2023

Jun 05, 2023
BUY
$44.61 - $48.99 $396,092 - $434,982
8,879 New
8,879 $427,000
Q4 2022

Jun 12, 2023
SELL
$43.91 - $47.9 $162,247 - $176,990
-3,695 Reduced 41.62%
5,184 $233,000

Others Institutions Holding SPLG

# of Institutions
1,017
Shares Held
389M
Call Options Held
243K
Put Options Held
286K
View Full List

About SPDR PORTFOLIO S&P 500 ETF (MA

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