Ep Wealth Advisors, LLC Spdr Ser Tr Spdr S&P Metals & Transaction History
Ep Wealth Advisors, LLC
- $8.44 Billion
- Q1 2024
A detailed history of Ep Wealth Advisors, LLC transactions in Spdr Ser Tr Spdr S&P Metals & stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 5,281 shares of XME stock, worth $323,514. This represents 0.0% of its overall portfolio holdings.
Number of Shares
5,281
Previous 5,281
-0.0%
Holding current value
$323,514
Previous $315,000
0.95%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding XME
# of Institutions
332Shares Held
25.2MCall Options Held
7.8MPut Options Held
15.4M-
Bank Of America Corp Charlotte, NC2.55MShares$156 Million0.01% of portfolio
-
Goldman Sachs Group Inc New York, NY2.09MShares$128 Million0.02% of portfolio
-
Morgan Stanley New York, NY2MShares$122 Million0.01% of portfolio
-
Bessemer Group Inc Woodbridge, NJ1.54MShares$94 Million0.17% of portfolio
-
Ubs Group Ag1.27MShares$78 Million0.02% of portfolio