Ep Wealth Advisors, LLC Spdr Portfolio Short Term Trea Transaction History

Ep Wealth Advisors, LLC

  • $11.3 Billion
  • Q3 2024

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2021

Feb 17, 2022
SELL
$30.42 - $30.64 $223,252 - $224,866
-7,339 Closed
0 $0
Q3 2021

Nov 23, 2021
SELL
$30.62 - $30.7 $1.3 Million - $1.3 Million
-42,413 Reduced 85.25%
7,339 $225,000
Q3 2021

Nov 16, 2021
BUY
$30.62 - $30.7 $1.52 Million - $1.53 Million
49,752 New
49,752 $225,000

Others Institutions Holding SPTS

# of Institutions
401
Shares Held
176M
Call Options Held
0
Put Options Held
0
View Full List

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