Ep Wealth Advisors, LLC Spdr Portfolio S&P 500 Value E Transaction History

Ep Wealth Advisors, LLC

  • $9.28 Billion
  • Q2 2024

A detailed history of Ep Wealth Advisors, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 22,849 shares of SPYV stock, worth $1.2 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
22,849
Previous 36,047 36.61%
Holding current value
$1.2 Million
Previous $1.81 Million 38.34%
% of portfolio
0.01%
Previous 0.02%

Shares

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

Aug 19, 2024
SELL
$47.37 - $50.09 $625,189 - $661,087
-13,198 Reduced 36.61%
22,849 $1.11 Million
Q1 2024

May 14, 2024
BUY
$45.88 - $50.1 $373,325 - $407,663
8,137 Added 29.15%
36,047 $1.81 Million
Q4 2023

Feb 28, 2024
BUY
$39.63 - $46.73 $1.11 Million - $1.3 Million
27,910 New
27,910 $1.3 Million
Q1 2023

Jun 05, 2023
BUY
$38.68 - $42.77 $425,402 - $470,384
10,998 New
10,998 $447,000
Q2 2022

Aug 11, 2022
BUY
$35.93 - $42.52 $118,209 - $139,890
3,290 New
3,290 $121,000

Others Institutions Holding SPYV

# of Institutions
937
Shares Held
378M
Call Options Held
307K
Put Options Held
3.5K
View Full List

About SPDR PORTFOLIO S&P 500 VALUE E

SPYV Quotes by TradingView
  • Ticker SPYV
  • Sector ETFs
  • Industry ETFs
More about SPYV
Track This Portfolio

Track Ep Wealth Advisors, LLC Portfolio

Follow Ep Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ep Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ep Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email