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

Ep Wealth Advisors, LLC

  • $11.7 Billion
  • Q4 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 3,936 shares of XSD stock, worth $892,212. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,936
Previous 3,560 10.56%
Holding current value
$892,212
Previous $855,000 14.27%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Feb 13, 2025
BUY
$225.16 - $265.16 $84,660 - $99,700
376 Added 10.56%
3,936 $977,000
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
245
Shares Held
2.31M
Call Options Held
40.8K
Put Options Held
28.4K
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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