Ep Wealth Advisors, LLC Select Sector Spdr Tr Real Est Transaction History

Ep Wealth Advisors, LLC

  • $8.44 Billion
  • Q1 2024

A detailed history of Ep Wealth Advisors, LLC transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 49,143 shares of XLRE stock, worth $1.88 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
49,143
Previous 51,885 5.28%
Holding current value
$1.88 Million
Previous $2.08 Million 6.54%
% of portfolio
0.02%
Previous 0.03%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024
SELL
$37.55 - $40.43 $102,962 - $110,859
-2,742 Reduced 5.28%
49,143 $1.94 Million
Q4 2023

Feb 28, 2024
SELL
$32.19 - $40.5 $312,693 - $393,417
-9,714 Reduced 15.77%
51,885 $2.08 Million
Q3 2023

Nov 22, 2023
BUY
$33.6 - $38.97 $2.07 Million - $2.4 Million
61,539 Added 102565.0%
61,599 $2.1 Million
Q2 2023

Aug 14, 2023
SELL
$35.21 - $37.75 $15.6 Million - $16.7 Million
-443,636 Reduced 99.99%
60 $2,000
Q1 2023

Jun 05, 2023
BUY
$34.62 - $41.83 $15.4 Million - $18.6 Million
443,696 New
443,696 $16.6 Million
Q4 2022

Jun 12, 2023
SELL
$36.0 - $39.47 $15.5 Million - $17 Million
-430,292 Reduced 96.98%
13,404 $495,000
Q2 2022

Aug 11, 2022
SELL
N/A
-3,513 Reduced 58.29%
2,514 $103,000
Q1 2022

May 20, 2022
BUY
N/A
6,027 New
6,027 $291,000
Q1 2021

May 17, 2021
SELL
N/A
-4,402 Closed
0 $0
Q4 2020

Feb 18, 2021
BUY
N/A
4,402 New
4,402 $161,000

Others Institutions Holding XLRE

# of Institutions
741
Shares Held
114M
Call Options Held
410K
Put Options Held
1.05M
View Full List

About SELECT SECTOR SPDR TR REAL EST

XLRE Quotes by TradingView
  • Ticker XLRE
  • Sector ETFs
  • Industry ETFs
More about XLRE
Track This Portfolio

Track Ep Wealth Advisors, LLC Portfolio

Follow Ep Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ep Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ep Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email