Epic Trust Investment Advisors, LLC Spdr Bloomberg Short Term High Transaction History
Epic Trust Investment Advisors, LLC
- $84.7 Million
- Q2 2024
A detailed history of Epic Trust Investment Advisors, LLC transactions in Spdr Bloomberg Short Term High stock. As of the latest transaction made, Epic Trust Investment Advisors, LLC holds 153,494 shares of SJNK stock, worth $3.89 Million. This represents 4.52% of its overall portfolio holdings.
Number of Shares
153,494
Previous 112,178
36.83%
Holding current value
$3.89 Million
Previous $2.83 Million
35.45%
% of portfolio
4.52%
Previous 3.66%
Shares
11 transactions
Others Institutions Holding SJNK
# of Institutions
413Shares Held
131MCall Options Held
103KPut Options Held
80.4K-
Ameriprise Financial Inc Minneapolis, MN18.7MShares$474 Million0.13% of portfolio
-
Grimes & Company, Inc.6.64MShares$168 Million4.72% of portfolio
-
Wright Fund Management, LLC Santa Monica, CA5.31MShares$135 Million4.77% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.7MShares$119 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA4.24MShares$107 Million0.02% of portfolio