Ep Wealth Advisors, LLC First Tr Fd Ii Nasdaq Cybersec Transaction History

Ep Wealth Advisors, LLC

$11.7 Billion
Q4 2024

A detailed history of Ep Wealth Advisors, LLC transactions in First Tr Fd Ii Nasdaq Cybersec stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 4,391 shares of CIBR stock, worth $285,327. This represents 0.0% of its overall portfolio holdings.

Number of Shares

4,391

Previous 3,787 15.95%

Holding current value

$285,327

Previous $224,000 24.11%

% of portfolio

0.0%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$58.39 - $67.04 $35,267 - $40,492	604 Added 15.95%	4,391 $278,000
Q3 2024 Nov 14, 2024	BUY	$52.1 - $59.66 $14,692 - $16,824	282 Added 8.05%	3,787 $224,000
Q2 2024 Aug 19, 2024	SELL	$52.5 - $56.42 $7,875 - $8,463	-150 Reduced 4.1%	3,505 $197,000
Q1 2024 May 14, 2024	BUY	$51.38 - $59.17 $12,845 - $14,792	250 Added 7.34%	3,655 $206,000
Q4 2023 Feb 28, 2024	BUY	$43.72 - $54.38 $148,866 - $185,163	3,405 New	3,405 $183,000
Q2 2022 Aug 11, 2022	BUY	$38.28 - $53.92 $4,019 - $5,661	105 Added 3.14%	3,447 $139,000
Q1 2022 May 20, 2022	BUY	$44.6 - $53.7 $149,053 - $179,465	3,342 New	3,342 $177,000
Q1 2021 May 17, 2021	SELL	$40.13 - $46.26 $113,929 - $131,332	-2,839 Closed	0 $0
Q4 2020 Feb 18, 2021	BUY	$33.31 - $45.5 $94,567 - $129,174	2,839 New	2,839 $126,000

Others Institutions Holding CIBR

# of Institutions

648

Shares Held

61.7M

Call Options Held

177K

Put Options Held

129K

View Full List

About FIRST TR FD II NASDAQ CYBERSEC

Ticker CIBR
Sector ETFs
Industry ETFs

More about CIBR

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ep Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ep Wealth Advisors, LLC with notifications on news.

Account

Ep Wealth Advisors, LLC First Tr Fd Ii Nasdaq Cybersec Transaction History