Ep Wealth Advisors, LLC Spdr Portfolio S&P 1500 Compos Transaction History
Ep Wealth Advisors, LLC
- $11.3 Billion
- Q3 2024
A detailed history of Ep Wealth Advisors, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 21,005 shares of SPTM stock, worth $1.54 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
21,005
Previous 21,484
2.23%
Holding current value
$1.54 Million
Previous $1.43 Million
3.23%
% of portfolio
0.01%
Previous 0.02%
Shares
22 transactions
Others Institutions Holding SPTM
# of Institutions
650Shares Held
87.4MCall Options Held
949KPut Options Held
700-
Lpl Financial LLC Fort Mill, SC8.72MShares$640 Million0.28% of portfolio
-
Huntington National Bank Columbus, OH3.51MShares$258 Million1.82% of portfolio
-
Cwm, LLC3.36MShares$247 Million1.0% of portfolio
-
Private Advisor Group, LLC3.03MShares$222 Million1.24% of portfolio
-
Envestnet Asset Management Inc2.67MShares$196 Million0.06% of portfolio