Ep Wealth Advisors, LLC Spdr Portfolio Short Term Corp Transaction History
Ep Wealth Advisors, LLC
- $11.7 Billion
- Q4 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 116,879 shares of SPSB stock, worth $3.5 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
116,879
Previous 102,975
13.5%
Holding current value
$3.5 Million
Previous $3.12 Million
11.93%
% of portfolio
0.03%
Previous 0.03%
Shares
11 transactions
Others Institutions Holding SPSB
# of Institutions
610Shares Held
219MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS40.4MShares$1.21 Billion1.17% of portfolio
-
Jpmorgan Chase & CO New York, NY37.6MShares$1.13 Billion0.09% of portfolio
-
Valmark Advisers, Inc.7.49MShares$224 Million3.5% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.67MShares$170 Million0.07% of portfolio
-
Morgan Stanley New York, NY5.16MShares$155 Million0.01% of portfolio