Ep Wealth Advisors, LLC Spdr Portfolio Long Term Treas Transaction History
Ep Wealth Advisors, LLC
- $11.3 Billion
- Q3 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 4,068 shares of SPTL stock, worth $107,395. This represents 0.0% of its overall portfolio holdings.
Number of Shares
4,068
Previous 6,879
40.86%
Holding current value
$107,395
Previous $187,000
36.9%
% of portfolio
0.0%
Previous 0.0%
Shares
6 transactions
Others Institutions Holding SPTL
# of Institutions
463Shares Held
355MCall Options Held
264KPut Options Held
19K-
State Street Corp Boston, MA54.9MShares$1.45 Billion0.07% of portfolio
-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa47.9MShares$1.26 Billion0.57% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA43.1MShares$1.14 Billion2.57% of portfolio
-
Bank Of America Corp Charlotte, NC16.8MShares$443 Million0.04% of portfolio
-
Envestnet Asset Management Inc14.8MShares$392 Million0.14% of portfolio