Ep Wealth Advisors, LLC Ssga Active Trust Transaction History

Ep Wealth Advisors, LLC

  • $8.44 Billion
  • Q1 2024

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Aug 11, 2022
BUY
N/A
65,372 Added 373.15%
82,891 $3.45 Million
Q1 2022

May 20, 2022
BUY
N/A
8,750 Added 99.78%
17,519 $788,000
Q4 2021

Feb 17, 2022
SELL
N/A
-2,476 Reduced 22.02%
8,769 $400,000
Q3 2021

Nov 23, 2021
SELL
N/A
-15,968 Reduced 58.68%
11,245 $517,000
Q3 2021

Nov 16, 2021
BUY
N/A
19,823 Added 268.24%
27,213 $517,000
Q2 2021

Aug 24, 2021
BUY
N/A
592 Added 8.71%
7,390 $342,000
Q1 2021

May 17, 2021
BUY
N/A
1,673 Added 32.64%
6,798 $311,000
Q4 2020

Feb 18, 2021
BUY
N/A
5,125 New
5,125 $234,000
Q2 2019

Aug 27, 2019
SELL
N/A
-10,690 Closed
0 $0
Q1 2019

May 20, 2019
SELL
N/A
-21,950 Reduced 67.25%
10,690 $492,000
Q4 2018

Feb 19, 2019
BUY
N/A
26,810 Added 459.86%
32,640 $1.46 Million
Q3 2018

Nov 15, 2018
SELL
N/A
-160 Reduced 2.67%
5,830 $276,000
Q2 2018

Aug 14, 2018
BUY
N/A
225 Added 3.9%
5,990 $281,000
Q1 2018

May 15, 2018
BUY
N/A
55 Added 0.96%
5,765 $273,000
Q4 2017

Feb 15, 2018
BUY
N/A
5,710
5,710 $269,000

Others Institutions Holding SRLN

# of Institutions
507
Shares Held
101M
Call Options Held
25.3K
Put Options Held
518K
View Full List

About SSGA ACTIVE TRUST

SRLN Quotes by TradingView
  • Ticker SRLN
  • Sector ETFs
  • Industry ETFs
More about SRLN
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