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

Ep Wealth Advisors, LLC

$11.7 Billion
Q4 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 7,256 shares of SPTL stock, worth $196,202. This represents 0.0% of its overall portfolio holdings.

Number of Shares

7,256

Previous 4,068 78.37%

Holding current value

$196,202

Previous $118,000 61.02%

% of portfolio

0.0%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$26.05 - $29.17 $83,047 - $92,993	3,188 Added 78.37%	7,256 $190,000
Q3 2024 Nov 14, 2024	SELL	$26.69 - $29.87 $75,025 - $83,964	-2,811 Reduced 40.86%	4,068 $118,000
Q2 2024 Aug 19, 2024	SELL	$26.06 - $27.96 $4,352 - $4,669	-167 Reduced 2.37%	6,879 $187,000
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	$27.04 - $31.56 $1.25 Million - $1.46 Million	46,262 New	46,262 $1.34 Million

Others Institutions Holding SPTL

# of Institutions

486

Shares Held

362M

Call Options Held

40.7K

Put Options Held

12.7K

View Full List

About SPDR PORTFOLIO LONG TERM TREAS

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