Ep Wealth Advisors, LLC Spdr Portfolio Call Options Transaction History
Ep Wealth Advisors, LLC
- $11.3 Billion
- Q3 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding SPMD
# of Institutions
655Shares Held
188MCall Options Held
1KPut Options Held
0-
Creative Planning Overland Park, KS73.3MShares$4.32 Billion3.98% of portfolio
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Betterment LLC New York, NY17.3MShares$1.02 Billion2.27% of portfolio
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Lpl Financial LLC Fort Mill, SC12.2MShares$719 Million0.31% of portfolio
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Valmark Advisers, Inc.5.86MShares$345 Million5.06% of portfolio
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Tiedemann Advisors, LLC5.75MShares$339 Million10.91% of portfolio