Ep Wealth Advisors, LLC Spdr S&P Aerospace & Defense E Transaction History

Ep Wealth Advisors, LLC

  • $11.3 Billion
  • Q3 2024

A detailed history of Ep Wealth Advisors, LLC transactions in Spdr S&P Aerospace & Defense E stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 1,449 shares of XAR stock, worth $250,111. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,449
Previous 904 60.29%
Holding current value
$250,111
Previous $126,000 80.16%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
BUY
$139.03 - $157.34 $75,771 - $85,750
545 Added 60.29%
1,449 $227,000
Q2 2024

Aug 19, 2024
BUY
$132.1 - $144.92 $119,418 - $131,007
904 New
904 $126,000
Q4 2023

Feb 28, 2024
BUY
$109.6 - $136.33 $101,051 - $125,696
922 New
922 $124,000
Q2 2020

Aug 14, 2020
SELL
$71.14 - $101.05 $739,002 - $1.05 Million
-10,388 Closed
0 $0
Q1 2020

May 18, 2020
BUY
$63.48 - $119.15 $659,430 - $1.24 Million
10,388 New
10,388 $790,000

Others Institutions Holding XAR

# of Institutions
388
Shares Held
6.8M
Call Options Held
31.7K
Put Options Held
5.6K
View Full List

About SPDR S&P AEROSPACE & DEFENSE E

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