Ep Wealth Advisors, LLC Utilities Sector Spdr Transaction History

Ep Wealth Advisors, LLC

  • $8.44 Billion
  • Q1 2024

A detailed history of Ep Wealth Advisors, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 49,708 shares of XLU stock, worth $3.41 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
49,708
Previous 55,598 10.59%
Holding current value
$3.41 Million
Previous $3.52 Million 7.33%
% of portfolio
0.04%
Previous 0.05%

Shares

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

May 14, 2024
SELL
$59.95 - $65.65 $353,105 - $386,678
-5,890 Reduced 10.59%
49,708 $3.26 Million
Q4 2023

Feb 28, 2024
SELL
$56.19 - $65.96 $14,946 - $17,545
-266 Reduced 0.48%
55,598 $3.52 Million
Q3 2023

Nov 22, 2023
SELL
$58.83 - $68.46 $3.34 Million - $3.89 Million
-56,852 Reduced 50.44%
55,864 $3.29 Million
Q2 2023

Aug 14, 2023
BUY
$64.34 - $69.97 $3.82 Million - $4.15 Million
59,359 Added 111.25%
112,716 $7.38 Million
Q1 2023

Jun 05, 2023
BUY
$63.7 - $72.08 $3.4 Million - $3.85 Million
53,357 New
53,357 $3.61 Million
Q4 2022

Jun 12, 2023
SELL
$65.75 - $72.67 $2.34 Million - $2.58 Million
-35,565 Reduced 66.65%
17,792 $1.25 Million
Q2 2022

Aug 11, 2022
SELL
N/A
-7 Reduced 0.36%
1,958 $137,000
Q1 2022

May 20, 2022
BUY
N/A
1,965 New
1,965 $146,000
Q3 2020

Nov 17, 2020
SELL
N/A
-3,554 Closed
0 $0
Q2 2020

Aug 14, 2020
SELL
N/A
-1,515 Reduced 29.89%
3,554 $201,000
Q1 2020

May 18, 2020
BUY
N/A
5,069 New
5,069 $281,000
Q1 2019

May 20, 2019
SELL
N/A
-8,813 Closed
0 $0
Q4 2018

Feb 19, 2019
BUY
N/A
8,813 New
8,813 $466,000
Q1 2018

May 15, 2018
SELL
N/A
-4,955 Closed
0 $0
Q4 2017

Feb 15, 2018
BUY
N/A
4,955
4,955 $261,000

Others Institutions Holding XLU

# of Institutions
1,251
Shares Held
138M
Call Options Held
17.4M
Put Options Held
29.3M
View Full List

About UTILITIES SECTOR SPDR

XLU Quotes by TradingView
  • Ticker XLU
  • Sector ETFs
  • Industry ETFs
More about XLU
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