Epic Trust Investment Advisors, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Epic Trust Investment Advisors, LLC
- $84.7 Million
- Q2 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 9,367 shares of SPEM stock, worth $374,773. This represents 0.42% of its overall portfolio holdings.
Number of Shares
9,367
Previous 9,063
3.35%
Holding current value
$374,773
Previous $327,000
7.65%
% of portfolio
0.42%
Previous 0.42%
Shares
3 transactions
Others Institutions Holding SPEM
# of Institutions
869Shares Held
213MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS23.2MShares$930 Million0.87% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.7MShares$747 Million1.51% of portfolio
-
Lpl Financial LLC Fort Mill, SC10.1MShares$404 Million0.16% of portfolio
-
Allworth Financial LP6.49MShares$260 Million1.44% of portfolio
-
Brooklyn Fi, LLC New York, NY6.19MShares$248 Million1.3% of portfolio