Ep Wealth Advisors, LLC Proshares Tr S&P 500 Ex Energy Transaction History
Ep Wealth Advisors, LLC
- $11.3 Billion
- Q3 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 8,602 shares of SPXE stock, worth $550,872. This represents 0.0% of its overall portfolio holdings.
Number of Shares
8,602
Previous 8,594
0.09%
Holding current value
$550,872
Previous $502,000
5.98%
% of portfolio
0.0%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding SPXE
# of Institutions
27Shares Held
484KCall Options Held
0Put Options Held
0-
Goldman Sachs Group Inc New York, NY140KShares$8.97 Million0.0% of portfolio
-
Bwm Planning, LLC The Woodlands, TX139KShares$8.91 Million3.82% of portfolio
-
Jpmorgan Chase & CO New York, NY66.4KShares$4.25 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC25.5KShares$1.63 Million0.0% of portfolio
-
Equitable Holdings, Inc. New York, NY18.5KShares$1.19 Million0.01% of portfolio