Ep Wealth Advisors, LLC Select Sector Spdr Fd Material Transaction History
Ep Wealth Advisors, LLC
- $11.7 Billion
- Q4 2024
A detailed history of Ep Wealth Advisors, LLC transactions in Select Sector Spdr Fd Material stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 755,687 shares of XLB stock, worth $67.1 Million. This represents 0.54% of its overall portfolio holdings.
Number of Shares
755,687
Previous 729,554
3.58%
Holding current value
$67.1 Million
Previous $70.3 Million
9.57%
% of portfolio
0.54%
Previous 0.62%
Shares
12 transactions
Others Institutions Holding XLB
# of Institutions
952Shares Held
62.1MCall Options Held
9.93MPut Options Held
12.9M-
Goldman Sachs Group Inc New York, NY6.11MShares$543 Million0.08% of portfolio
-
Morgan Stanley New York, NY5.83MShares$517 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC5.47MShares$485 Million0.04% of portfolio
-
Barclays PLC London, X05.03MShares$447 Million0.12% of portfolio
-
Cibc World Market Inc. Toronto, A62.44MShares$216 Million0.43% of portfolio