Ep Wealth Advisors, LLC Spdr Portfolio Long Term Treas Transaction History

Ep Wealth Advisors, LLC

  • $8.44 Billion
  • Q1 2024

A detailed history of Ep Wealth Advisors, LLC transactions in Spdr Portfolio Long Term Treas stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 7,046 shares of SPTL stock, worth $193,060. This represents 0.0% of its overall portfolio holdings.

Number of Shares
7,046
Previous 9,046 22.11%
Holding current value
$193,060
Previous $262,000 25.19%
% of portfolio
0.0%
Previous 0.0%

Shares

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

May 14, 2024
SELL
$27.25 - $28.98 $54,500 - $57,960
-2,000 Reduced 22.11%
7,046 $196,000
Q4 2023

Feb 28, 2024
SELL
$24.55 - $29.44 $184,517 - $221,271
-7,516 Reduced 45.38%
9,046 $262,000
Q3 2023

Nov 22, 2023
BUY
$26.09 - $29.96 $432,102 - $496,197
16,562 New
16,562 $433,000
Q4 2022

Jun 12, 2023
BUY
$27.39 - $31.56 $1.27 Million - $1.46 Million
46,262 New
46,262 $1.34 Million

Others Institutions Holding SPTL

# of Institutions
407
Shares Held
290M
Call Options Held
25.5K
Put Options Held
10.8K
View Full List

About SPDR PORTFOLIO LONG TERM TREAS

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