Epic Trust Investment Advisors, LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History
Epic Trust Investment Advisors, LLC
- $84.7 Million
- Q2 2024
A detailed history of Epic Trust Investment Advisors, LLC transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, Epic Trust Investment Advisors, LLC holds 23,533 shares of SPLG stock, worth $1.64 Million. This represents 1.78% of its overall portfolio holdings.
Number of Shares
23,533
Previous 23,834
1.26%
Holding current value
$1.64 Million
Previous $1.47 Million
2.73%
% of portfolio
1.78%
Previous 1.9%
Shares
7 transactions
Others Institutions Holding SPLG
# of Institutions
1,297Shares Held
551MCall Options Held
408KPut Options Held
745K-
Betterment LLC New York, NY52.9MShares$3.7 Billion8.77% of portfolio
-
Lpl Financial LLC Fort Mill, SC39.3MShares$2.75 Billion1.14% of portfolio
-
Creative Planning Overland Park, KS30.4MShares$2.13 Billion2.04% of portfolio
-
Jones Financial Companies Lllp15.6MShares$1.09 Billion1.03% of portfolio
-
Invesco Ltd. Atlanta, GA15.5MShares$1.08 Billion0.21% of portfolio