Ep Wealth Advisors, LLC Spdr Portfolio S&P 1500 Compos Transaction History
Ep Wealth Advisors, LLC
- $11.7 Billion
- Q4 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 21,981 shares of SPTM stock, worth $1.51 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
21,981
Previous 21,005
4.65%
Holding current value
$1.51 Million
Previous $1.47 Million
6.73%
% of portfolio
0.01%
Previous 0.01%
Shares
23 transactions
Others Institutions Holding SPTM
# of Institutions
679Shares Held
93.5MCall Options Held
9KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC8.4MShares$578 Million0.25% of portfolio
-
Huntington National Bank Columbus, OH3.47MShares$239 Million1.8% of portfolio
-
Cwm, LLC3.36MShares$231 Million1.0% of portfolio
-
Private Advisor Group, LLC3.03MShares$208 Million1.24% of portfolio
-
Envestnet Asset Management Inc2.66MShares$183 Million0.06% of portfolio