Ep Wealth Advisors, LLC Spdr Tr Ser Spdr S&P Semicondu Transaction History

Ep Wealth Advisors, LLC

  • $11.3 Billion
  • Q3 2024

A detailed history of Ep Wealth Advisors, LLC transactions in Spdr Tr Ser Spdr S&P Semicondu stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 3,560 shares of XSD stock, worth $884,517. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,560
Previous 2,814 26.51%
Holding current value
$884,517
Previous $696,000 22.84%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
BUY
$201.42 - $273.98 $150,259 - $204,389
746 Added 26.51%
3,560 $855,000
Q3 2023

Nov 22, 2023
SELL
$190.05 - $231.97 $87,232 - $106,474
-459 Reduced 14.02%
2,814 $551,000
Q2 2023

Aug 14, 2023
SELL
$174.52 - $221.45 $113 Million - $143 Million
-646,439 Reduced 99.5%
3,273 $724,000
Q1 2023

Jun 05, 2023
BUY
$164.86 - $210.4 $107 Million - $137 Million
649,712 New
649,712 $136 Million

Others Institutions Holding XSD

# of Institutions
224
Shares Held
4.28M
Call Options Held
31.3K
Put Options Held
25.3K
View Full List

About SPDR TR SER SPDR S&P SEMICONDU

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