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 281,677 shares of XOP stock, worth $36.1 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares
281,677
Previous 121,881 131.11%
Holding current value
$36.1 Million
Previous $17.7 Million 108.95%
% of portfolio
0.33%
Previous 0.19%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About SPDR SER TR OIL & GAS EXPLORAT


  • Ticker XOP
  • Sector ETFs
  • Industry ETFs
More about XOP
Track This Portfolio

Track Ep Wealth Advisors, LLC Portfolio

Follow Ep Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ep Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ep Wealth Advisors, LLC with notifications on news.