A detailed history of Ep Wealth Advisors, LLC transactions in Direxion Daily S&P 500 Bull 3 X stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 3,864 shares of SPXL stock, worth $690,651. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,864
Previous 3,608 7.1%
Holding current value
$690,651
Previous $527,000 20.11%
% of portfolio
0.01%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$122.74 - $163.95 $31,421 - $41,971
256 Added 7.1%
3,864 $633,000
Q2 2024

Aug 19, 2024

BUY
$112.55 - $149.03 $900 - $1,192
8 Added 0.22%
3,608 $527,000
Q1 2024

May 14, 2024

BUY
$98.63 - $134.08 $39,452 - $53,632
400 Added 12.5%
3,600 $482,000
Q3 2023

Nov 22, 2023

SELL
$77.47 - $98.09 $543,916 - $688,689
-7,021 Reduced 68.69%
3,200 $250,000
Q2 2023

Aug 14, 2023

BUY
$69.9 - $89.98 $714,447 - $919,685
10,221 New
10,221 $919,000

Others Institutions Holding SPXL

About DIREXION DAILY S&P 500 BULL 3X


  • Ticker SPXL
  • Sector ETFs
  • Industry ETFs
More about SPXL
Track This Portfolio

Track Ep Wealth Advisors, LLC Portfolio

Follow Ep Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ep Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ep Wealth Advisors, LLC with notifications on news.