Epic Trust Investment Advisors, LLC 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 Portfolio stock. As of the latest transaction made, Epic Trust Investment Advisors, LLC holds 38,366 shares of SPYG stock, worth $3.54 Million. This represents 3.63% of its overall portfolio holdings.
Number of Shares
38,366
Previous 38,717
0.91%
Holding current value
$3.54 Million
Previous $2.83 Million
8.55%
% of portfolio
3.63%
Previous 3.67%
Shares
11 transactions
Others Institutions Holding SPYG
# of Institutions
1,211Shares Held
320MCall Options Held
1.22MPut Options Held
95.9K-
Lpl Financial LLC Fort Mill, SC34MShares$3.14 Billion1.26% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA20.1MShares$1.86 Billion3.73% of portfolio
-
Envestnet Asset Management Inc16.8MShares$1.55 Billion0.49% of portfolio
-
Allworth Financial LP12.2MShares$1.13 Billion6.21% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN8.15MShares$752 Million0.19% of portfolio