Ep Wealth Advisors, LLC Technology Sector Spdr Transaction History
Ep Wealth Advisors, LLC
- $8.44 Billion
- Q1 2024
A detailed history of Ep Wealth Advisors, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 468,770 shares of XLK stock, worth $107 Million. This represents 1.16% of its overall portfolio holdings.
Number of Shares
468,770
Previous 468,891
0.03%
Holding current value
$107 Million
Previous $90.3 Million
8.17%
% of portfolio
1.16%
Previous 1.16%
Shares
21 transactions
Others Institutions Holding XLK
# of Institutions
2,109Shares Held
175MCall Options Held
8.51MPut Options Held
11.8M-
Bank Of America Corp Charlotte, NC12.9MShares$2.97 Billion0.26% of portfolio
-
Wells Fargo & Company San Francisco, CA10.6MShares$2.44 Billion0.54% of portfolio
-
Morgan Stanley New York, NY8.99MShares$2.06 Billion0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.86MShares$1.57 Billion0.78% of portfolio
-
Ubs Group Ag5.08MShares$1.16 Billion0.27% of portfolio