Ep Wealth Advisors, LLC Consumer Staples Sector Spdr Transaction History
Ep Wealth Advisors, LLC
- $11.7 Billion
- Q4 2024
A detailed history of Ep Wealth Advisors, LLC transactions in Consumer Staples Sector Spdr stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 579,145 shares of XLP stock, worth $44 Million. This represents 0.37% of its overall portfolio holdings.
Number of Shares
579,145
Previous 566,932
2.15%
Holding current value
$44 Million
Previous $43.1 Million
2.16%
% of portfolio
0.37%
Previous 0.38%
Shares
17 transactions
Others Institutions Holding XLP
# of Institutions
1,356Shares Held
175MCall Options Held
8.73MPut Options Held
15.5M-
Bank Of America Corp Charlotte, NC29MShares$2.21 Billion0.19% of portfolio
-
Morgan Stanley New York, NY9.52MShares$724 Million0.05% of portfolio
-
Barclays PLC London, X07.76MShares$590 Million0.17% of portfolio
-
Goldman Sachs Group Inc New York, NY7.71MShares$587 Million0.1% of portfolio
-
Jpmorgan Chase & CO New York, NY7.48MShares$569 Million0.05% of portfolio