Ep Wealth Advisors, LLC Spdr Portfolio Transaction History
Ep Wealth Advisors, LLC
- $9.28 Billion
- Q2 2024
A detailed history of Ep Wealth Advisors, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 30,607 shares of SPYG stock, worth $2.53 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
30,607
Previous 31,038
1.39%
Holding current value
$2.53 Million
Previous $2.27 Million
8.02%
% of portfolio
0.03%
Previous 0.03%
Shares
17 transactions
Others Institutions Holding SPYG
# of Institutions
1,082Shares Held
293MCall Options Held
461KPut Options Held
39.8K-
Lpl Financial LLC Fort Mill, SC30MShares$2.48 Billion1.23% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA21MShares$1.73 Billion3.76% of portfolio
-
Allworth Financial LP12.9MShares$1.07 Billion6.7% of portfolio
-
Envestnet Asset Management Inc12.1MShares$995 Million0.34% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.5MShares$618 Million0.17% of portfolio