Ep Wealth Advisors, LLC Proshares Tr S&P 500 Ex Energy Transaction History
Ep Wealth Advisors, LLC
- $8.44 Billion
- Q1 2024
A detailed history of Ep Wealth Advisors, LLC transactions in Proshares Tr S&P 500 Ex Energy stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 2,538 shares of SPXE stock, worth $151,467. This represents 0.0% of its overall portfolio holdings.
Number of Shares
2,538
Previous 2,703
6.1%
Holding current value
$151,467
Previous $275,000
3.27%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding SPXE
# of Institutions
26Shares Held
173KCall Options Held
0Put Options Held
0-
Goldman Sachs Group Inc New York, NY70KShares$4.18 Million0.0% of portfolio
-
Jpmorgan Chase & CO New York, NY26KShares$1.55 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.6KShares$754,1160.0% of portfolio
-
Equitable Holdings, Inc. New York, NY9.26KShares$552,8750.01% of portfolio
-
First Republic Investment Management, Inc. San Francisco, CA7.19KShares$429,1580.0% of portfolio