Ep Wealth Advisors, LLC Spdr Portfolio Short Term Corp Transaction History
Ep Wealth Advisors, LLC
- $11.3 Billion
- Q3 2024
A detailed history of Ep Wealth Advisors, LLC transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 102,975 shares of SPSB stock, worth $3.07 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
102,975
Previous 108,376
4.98%
Holding current value
$3.07 Million
Previous $3.22 Million
3.11%
% of portfolio
0.03%
Previous 0.03%
Shares
10 transactions
Others Institutions Holding SPSB
# of Institutions
565Shares Held
191MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS37.1MShares$1.1 Billion1.12% of portfolio
-
Jpmorgan Chase & CO New York, NY19.1MShares$569 Million0.05% of portfolio
-
Valmark Advisers, Inc.7.37MShares$220 Million3.52% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.38MShares$160 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC5.02MShares$150 Million0.01% of portfolio