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

Ep Wealth Advisors, LLC

  • $8.44 Billion
  • Q1 2024

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
N/A
-10,388 Closed
0 $0
Q1 2020

May 18, 2020
BUY
N/A
10,388 New
10,388 $790,000

Others Institutions Holding XAR

# of Institutions
353
Shares Held
6.96M
Call Options Held
19.7K
Put Options Held
900
View Full List

About SPDR S&P AEROSPACE & DEFENSE E

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