Ep Wealth Advisors, LLC Spdr Series Tr Spdr S&P Homebu Transaction History

Ep Wealth Advisors, LLC

$11.3 Billion
Q3 2024

A detailed history of Ep Wealth Advisors, LLC transactions in Spdr Series Tr Spdr S&P Homebu stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 965 shares of XHB stock, worth $102,386. This represents 0.0% of its overall portfolio holdings.

Number of Shares

965

Holding current value

$102,386

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 14, 2024	BUY	$97.96 - $124.99 $94,531 - $120,615	965 New	965 $120,000

Others Institutions Holding XHB

# of Institutions

390

Shares Held

15.6M

Call Options Held

2.78M

Put Options Held

4.65M

Goldman Sachs Group Inc New York, NY

2.36M
Shares

$250 Million
0.05% of portfolio
Jpmorgan Chase & CO New York, NY

1.87M
Shares

$198 Million
0.02% of portfolio
Morgan Stanley New York, NY

866K
Shares

$91.9 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

669K
Shares

$71 Million
0.01% of portfolio
Natixis Paris, I0

601K
Shares

$63.7 Million
0.43% of portfolio

View Full List

About SPDR SERIES TR SPDR S&P HOMEBU

Ticker XHB
Sector ETFs
Industry ETFs

More about XHB

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Ep Wealth Advisors, LLC Spdr Series Tr Spdr S&P Homebu Transaction History