Ep Wealth Advisors, LLC Select Sector Spdr Fund Health Transaction History
Ep Wealth Advisors, LLC
- $8.44 Billion
- Q1 2024
A detailed history of Ep Wealth Advisors, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 373,810 shares of XLV stock, worth $54 Million. This represents 0.65% of its overall portfolio holdings.
Number of Shares
373,810
Previous 360,380
3.73%
Holding current value
$54 Million
Previous $49.1 Million
12.36%
% of portfolio
0.65%
Previous 0.63%
Shares
29 transactions
Others Institutions Holding XLV
# of Institutions
1,834Shares Held
210MCall Options Held
9.43MPut Options Held
12.8M-
Bank Of America Corp Charlotte, NC41.6MShares$6.01 Billion0.58% of portfolio
-
Jpmorgan Chase & CO New York, NY14.2MShares$2.04 Billion0.19% of portfolio
-
Morgan Stanley New York, NY11.7MShares$1.69 Billion0.14% of portfolio
-
Envestnet Asset Management Inc7.43MShares$1.07 Billion0.42% of portfolio
-
Wells Fargo & Company San Francisco, CA6.98MShares$1.01 Billion0.25% of portfolio