Ep Wealth Advisors, LLC Proshares Tr S&P 500 Ex Energy Call Options Transaction History

Ep Wealth Advisors, LLC

$11.3 Billion
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding SPXE

# of Institutions

27

Shares Held

484K

Call Options Held

0

Put Options Held

0

Goldman Sachs Group Inc New York, NY

140K
Shares

$8.95 Million
0.0% of portfolio
Bwm Planning, LLC The Woodlands, TX

139K
Shares

$8.9 Million
3.82% of portfolio
Jpmorgan Chase & CO New York, NY

66.4K
Shares

$4.25 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

25.5K
Shares

$1.63 Million
0.0% of portfolio
Equitable Holdings, Inc. New York, NY

18.5K
Shares

$1.18 Million
0.01% of portfolio

About PROSHARES TR S&P 500 EX ENERGY

Ticker SPXE
Sector ETFs
Industry ETFs

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