Ep Wealth Advisors, LLC Proshares Tr S&P 500 Ex Finls Transaction History

Ep Wealth Advisors, LLC

  • $11.3 Billion
  • Q3 2024

A detailed history of Ep Wealth Advisors, LLC transactions in Proshares Tr S&P 500 Ex Finls stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 2,666 shares of SPXN stock, worth $172,570. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,666
Previous 2,666 -0.0%
Holding current value
$172,570
Previous $158,000 4.43%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 19, 2024
BUY
$53.38 - $112.78 $71,155 - $150,335
1,333 Added 100.0%
2,666 $158,000
Q3 2023

Nov 22, 2023
BUY
$92.07 - $98.86 $122,729 - $131,780
1,333 New
1,333 $123,000

Others Institutions Holding SPXN

# of Institutions
16
Shares Held
512K
Call Options Held
0
Put Options Held
0
View Full List

About PROSHARES TR S&P 500 EX FINLS

SPXN Quotes by TradingView
  • Ticker SPXN
  • Sector ETFs
  • Industry ETFs
More about SPXN
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