Ep Wealth Advisors, LLC Proshares Tr S&P 500 Ex Energy Transaction History

Ep Wealth Advisors, LLC

  • $9.28 Billion
  • Q2 2024

A detailed history of Ep Wealth Advisors, LLC transactions in Proshares Tr S&P 500 Ex Energy stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 8,594 shares of SPXE stock, worth $546,922. This represents 0.01% of its overall portfolio holdings.

Number of Shares
8,594
Previous 2,538 238.61%
Holding current value
$546,922
Previous $284,000 76.76%
% of portfolio
0.01%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 19, 2024
BUY
$52.92 - $111.93 $320,483 - $677,848
6,056 Added 238.61%
8,594 $502,000
Q1 2024

May 14, 2024
SELL
$100.01 - $112.29 $16,501 - $18,527
-165 Reduced 6.1%
2,538 $284,000
Q4 2023

Feb 28, 2024
BUY
$87.35 - $102.13 $236,107 - $276,057
2,703 New
2,703 $275,000

Others Institutions Holding SPXE

# of Institutions
28
Shares Held
478K
Call Options Held
0
Put Options Held
0
View Full List

About PROSHARES TR S&P 500 EX ENERGY

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