Ep Wealth Advisors, LLC Proshares Tr S&P 500 Ex Techno Transaction History
Ep Wealth Advisors, LLC
- $14.6 Billion
- Q2 2025
A detailed history of Ep Wealth Advisors, LLC transactions in Proshares Tr S&P 500 Ex Techno stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 2,301 shares of SPXT stock, worth $228,811. This represents 0.0% of its overall portfolio holdings.
Number of Shares
2,301
Previous 2,387
3.6%
Holding current value
$228,811
Previous $217,000
1.38%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding SPXT
# of Institutions
15Shares Held
205KCall Options Held
0Put Options Held
0-
Armstrong Advisory Group, Inc Needham, MA132KShares$13.1 Million1.01% of portfolio
-
Creative Planning Overland Park, KS20.3KShares$2.02 Million0.0% of portfolio
-
Golden State Equity Partners South Coast Metro, CA12.7KShares$1.27 Million0.23% of portfolio
-
Bank Of America Corp Charlotte, NC11.3KShares$1.12 Million0.0% of portfolio
-
Long Island Wealth Management, Inc. Melville, NY6.14KShares$610,7600.31% of portfolio