Ep Wealth Advisors, LLC Spdr Portfolio Short Term Corp Transaction History

Ep Wealth Advisors, LLC

  • $8.44 Billion
  • Q1 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 142,657 shares of SPSB stock, worth $4.22 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
142,657
Previous 172,261 17.19%
Holding current value
$4.22 Million
Previous $5.13 Million 17.22%
% of portfolio
0.05%
Previous 0.07%

Shares

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

May 14, 2024
SELL
$29.65 - $29.92 $877,758 - $885,751
-29,604 Reduced 17.19%
142,657 $4.25 Million
Q4 2023

Feb 28, 2024
BUY
$29.14 - $29.78 $5.02 Million - $5.13 Million
172,261 New
172,261 $5.13 Million
Q2 2022

Aug 11, 2022
SELL
N/A
-793 Reduced 12.06%
5,780 $172,000
Q1 2022

May 20, 2022
BUY
N/A
7 Added 0.11%
6,573 $198,000
Q4 2021

Feb 17, 2022
SELL
N/A
-7,879 Reduced 54.54%
6,566 $203,000
Q3 2021

Nov 23, 2021
SELL
N/A
-109,707 Reduced 88.37%
14,445 $451,000
Q3 2021

Nov 16, 2021
BUY
N/A
113,355 Added 1049.87%
124,152 $451,000
Q2 2021

Aug 24, 2021
BUY
N/A
10,797 New
10,797 $338,000

Others Institutions Holding SPSB

# of Institutions
544
Shares Held
194M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR PORTFOLIO SHORT TERM CORP

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