Ep Wealth Advisors, LLC SPDR SERIES TRUST Transaction History

Ep Wealth Advisors, LLC

  • $11.3 Billion
  • Q3 2024

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2018

May 15, 2018
SELL
N/A
-6,056 Closed
0 $0
Q4 2017

Feb 15, 2018
BUY
N/A
170 Added 2.89%
6,056 $222,000
Q3 2017

Nov 15, 2017
SELL
N/A
-450 Reduced 7.1%
5,886 $220,000
Q2 2017

Aug 17, 2017
BUY
N/A
6,336
6,336 $236,000
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