Ep Wealth Advisors, LLC Energy Sector Spdr Transaction History
Ep Wealth Advisors, LLC
- $9.28 Billion
- Q2 2024
A detailed history of Ep Wealth Advisors, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 94,514 shares of XLE stock, worth $8.57 Million. This represents 0.09% of its overall portfolio holdings.
Number of Shares
94,514
Previous 89,916
5.11%
Holding current value
$8.57 Million
Previous $8.49 Million
1.48%
% of portfolio
0.09%
Previous 0.1%
Shares
30 transactions
Others Institutions Holding XLE
# of Institutions
2,064Shares Held
241MCall Options Held
47.3MPut Options Held
75.8M-
Bank Of America Corp Charlotte, NC41.1MShares$3.73 Billion0.34% of portfolio
-
Morgan Stanley New York, NY17.6MShares$1.6 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA11.8MShares$1.07 Billion0.26% of portfolio
-
Goldman Sachs Group Inc New York, NY8.31MShares$754 Million0.13% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.09MShares$734 Million0.38% of portfolio