Ep Wealth Advisors, LLC Spdr Ser Tr Oil & Gas Explorat Transaction History

Ep Wealth Advisors, LLC

  • $11.7 Billion
  • Q4 2024

A detailed history of Ep Wealth Advisors, LLC transactions in Spdr Ser Tr Oil & Gas Explorat stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 280,084 shares of XOP stock, worth $31 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares
280,084
Previous 281,677 0.57%
Holding current value
$31 Million
Previous $37 Million 0.08%
% of portfolio
0.32%
Previous 0.33%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
SELL
$125.5 - $148.67 $199,921 - $236,831
-1,593 Reduced 0.57%
280,084 $37.1 Million
Q3 2024

Nov 14, 2024
BUY
$126.87 - $148.36 $20.3 Million - $23.7 Million
159,796 Added 131.11%
281,677 $37 Million
Q2 2024

Aug 19, 2024
BUY
$142.71 - $160.59 $17.4 Million - $19.6 Million
121,881 New
121,881 $17.7 Million
Q3 2023

Nov 22, 2023
BUY
$125.17 - $153.81 $153,708 - $188,878
1,228 New
1,228 $181,000

Others Institutions Holding XOP

# of Institutions
481
Shares Held
20.8M
Call Options Held
12M
Put Options Held
19.3M
View Full List

About SPDR SER TR OIL & GAS EXPLORAT

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