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

Ep Wealth Advisors, LLC

  • $12 Billion
  • Q1 2025

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 2,216 shares of SPXN stock, worth $146,499. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,216
Previous 2,396 7.51%
Holding current value
$146,499
Previous $150,000 12.67%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
SELL
$58.71 - $65.53 $10,567 - $11,795
-180 Reduced 7.51%
2,216 $131,000
Q4 2024

Feb 13, 2025
SELL
$61.19 - $65.44 $16,521 - $17,668
-270 Reduced 10.13%
2,396 $150,000
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
20
Shares Held
578K
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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