Ep Wealth Advisors, LLC Direxion Daily S&P 500 Bull 3 X Transaction History

Ep Wealth Advisors, LLC

$11.3 Billion
Q3 2024

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 $705,720. This represents 0.01% of its overall portfolio holdings.

Number of Shares

3,864

Previous 3,608 7.1%

Holding current value

$705,720

Previous $527,000 20.11%

% of portfolio

0.01%

Previous 0.01%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

# of Institutions

157

Shares Held

7.32M

Call Options Held

1.66M

Put Options Held

1.02M

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About DIREXION DAILY S&P 500 BULL 3X

Ticker SPXL
Sector ETFs
Industry ETFs

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Ep Wealth Advisors, LLC Direxion Daily S&P 500 Bull 3 X Transaction History