Ep Wealth Advisors, LLC Spdr Portfolio Transaction History
Ep Wealth Advisors, LLC
- $14.6 Billion
- Q2 2025
A detailed history of Ep Wealth Advisors, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 33,881 shares of SPYG stock, worth $3.51 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
33,881
Previous 27,471
23.33%
Holding current value
$3.51 Million
Previous $2.21 Million
46.31%
% of portfolio
0.02%
Previous 0.02%
Shares
21 transactions
Others Institutions Holding SPYG
# of Institutions
1,327Shares Held
318MCall Options Held
342KPut Options Held
147K-
Lpl Financial LLC Fort Mill, SC37.9MShares$3.93 Billion1.27% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.2MShares$2 Billion3.67% of portfolio
-
Allworth Financial LP11.3MShares$1.18 Billion5.37% of portfolio
-
Envestnet Asset Management Inc10.2MShares$1.06 Billion0.3% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN9.85MShares$1.02 Billion0.24% of portfolio