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

Ep Wealth Advisors, LLC

  • $14.6 Billion
  • Q2 2025

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 8,347 shares of SPXE stock, worth $576,026. This represents 0.0% of its overall portfolio holdings.

Number of Shares
8,347
Previous 8,697 4.02%
Holding current value
$576,026
Previous $522,000 6.9%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
SELL
$53.49 - $66.89 $18,721 - $23,411
-350 Reduced 4.02%
8,347 $558,000
Q1 2025

May 15, 2025
BUY
$59.29 - $66.13 $5,632 - $6,282
95 Added 1.1%
8,697 $522,000
Q3 2024

Nov 14, 2024
BUY
$55.46 - $61.86 $443 - $494
8 Added 0.09%
8,602 $532,000
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
31
Shares Held
666K
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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