Ep Wealth Advisors, LLC Select Sector Spdr Consumer Di Transaction History
Ep Wealth Advisors, LLC
- $11.7 Billion
- Q4 2024
A detailed history of Ep Wealth Advisors, LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 178,664 shares of XLY stock, worth $35.3 Million. This represents 0.34% of its overall portfolio holdings.
Number of Shares
178,664
Previous 177,075
0.9%
Holding current value
$35.3 Million
Previous $35.5 Million
12.97%
% of portfolio
0.34%
Previous 0.32%
Shares
30 transactions
Others Institutions Holding XLY
# of Institutions
1,462Shares Held
82.4MCall Options Held
7.57MPut Options Held
18.1M-
Bank Of America Corp Charlotte, NC18.6MShares$3.66 Billion0.36% of portfolio
-
Jpmorgan Chase & CO New York, NY5.08MShares$1 Billion0.09% of portfolio
-
Morgan Stanley New York, NY3.73MShares$736 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA2.96MShares$585 Million0.15% of portfolio
-
Envestnet Asset Management Inc2.67MShares$527 Million0.2% of portfolio