Ep Wealth Advisors, LLC Utilities Sector Spdr Transaction History
Ep Wealth Advisors, LLC
- $11.7 Billion
- Q4 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 49,266 shares of XLU stock, worth $3.81 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
49,266
Previous 49,638
0.75%
Holding current value
$3.81 Million
Previous $4.01 Million
7.01%
% of portfolio
0.03%
Previous 0.04%
Shares
18 transactions
Others Institutions Holding XLU
# of Institutions
1,551Shares Held
153MCall Options Held
18.3MPut Options Held
37.5M-
Morgan Stanley New York, NY13.5MShares$1.04 Billion0.07% of portfolio
-
Bank Of America Corp Charlotte, NC10.2MShares$786 Million0.07% of portfolio
-
Goldman Sachs Group Inc New York, NY7.36MShares$569 Million0.09% of portfolio
-
Bessemer Group Inc Woodbridge, NJ6.03MShares$467 Million0.75% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.59MShares$432 Million0.18% of portfolio