Ep Wealth Advisors, LLC Proshares Tr S&P 500 Ex Techno 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 Techno stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 2,301 shares of SPXT stock, worth $229,455. This represents 0.0% of its overall portfolio holdings.
Number of Shares
2,301
Previous 2,387
3.6%
Holding current value
$229,455
Previous $217,000
1.38%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding SPXT
# of Institutions
15Shares Held
201KCall Options Held
0Put Options Held
0-
Armstrong Advisory Group, Inc Needham, MA129KShares$12.9 Million1.02% of portfolio
-
Creative Planning Overland Park, KS20.3KShares$2.03 Million0.0% of portfolio
-
Golden State Equity Partners South Coast Metro, CA12.5KShares$1.25 Million0.23% of portfolio
-
Bank Of America Corp Charlotte, NC11.3KShares$1.12 Million0.0% of portfolio
-
Long Island Wealth Management, Inc. Melville, NY6.14KShares$612,4800.31% of portfolio