Epic Trust Investment Advisors, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Epic Trust Investment Advisors, LLC
- $77.2 Million
- Q1 2024
A detailed history of Epic Trust Investment Advisors, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Epic Trust Investment Advisors, LLC holds 9,063 shares of SPEM stock, worth $348,291. This represents 0.42% of its overall portfolio holdings.
Number of Shares
9,063
Previous 7,990
13.43%
Holding current value
$348,291
Previous $282,000
15.96%
% of portfolio
0.42%
Previous 0.38%
Shares
2 transactions
Others Institutions Holding SPEM
# of Institutions
742Shares Held
185MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS24.5MShares$942 Million0.98% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA17.8MShares$683 Million1.45% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.95MShares$344 Million0.18% of portfolio
-
Allworth Financial LP6.06MShares$233 Million1.57% of portfolio
-
Tiaa Trust, National Association Charlotte, NC5.42MShares$208 Million0.6% of portfolio