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 $109,185. This represents 0.0% of its overall portfolio holdings.

Number of Shares
4,068
Previous 6,879 40.86%
Holding current value
$109,185
Previous $187,000 36.9%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
461
Shares Held
355M
Call Options Held
264K
Put Options Held
19K
View Full List

About SPDR PORTFOLIO LONG TERM TREAS

SPTL Quotes by TradingView
  • Ticker SPTL
  • Sector ETFs
  • Industry ETFs
More about SPTL
Track This Portfolio

Track Ep Wealth Advisors, LLC Portfolio

Follow Ep Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ep Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ep Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email