Ep Wealth Advisors, LLC Spdr Bloomberg Emerging Market Transaction History

Ep Wealth Advisors, LLC

$11.7 Billion
Q4 2024

A detailed history of Ep Wealth Advisors, LLC transactions in Spdr Bloomberg Emerging Market stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 7,218 shares of EBND stock, worth $145,803. This represents 0.0% of its overall portfolio holdings.

Number of Shares

7,218

Previous 13,057 44.72%

Holding current value

$145,803

Previous $277,000 49.46%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	SELL	$19.53 - $21.1 $114,035 - $123,202	-5,839 Reduced 44.72%	7,218 $140,000
Q3 2024 Nov 14, 2024	BUY	$19.74 - $21.39 $112,636 - $122,051	5,706 Added 77.62%	13,057 $277,000
Q2 2024 Aug 19, 2024	BUY	$19.77 - $20.53 $6,899 - $7,164	349 Added 4.98%	7,351 $146,000
Q1 2024 May 14, 2024	BUY	$20.47 - $21.05 $24,707 - $25,407	1,207 Added 20.83%	7,002 $143,000
Q4 2023 Feb 28, 2024	SELL	$19.38 - $21.33 $229,691 - $252,803	-11,852 Reduced 67.16%	5,795 $123,000
Q3 2023 Nov 22, 2023	BUY	$19.7 - $21.64 $299,026 - $328,473	15,179 Added 615.03%	17,647 $349,000
Q2 2023 Aug 14, 2023	SELL	$20.89 - $21.46 $314,227 - $322,801	-15,042 Reduced 85.91%	2,468 $52,000
Q1 2023 Jun 05, 2023	BUY	$20.48 - $21.75 $358,604 - $380,842	17,510 New	17,510 $371,000

Others Institutions Holding EBND

# of Institutions

214

Shares Held

86.5M

Call Options Held

Put Options Held

View Full List

About SPDR BLOOMBERG EMERGING MARKET

Ticker EBND
Sector ETFs
Industry ETFs

More about EBND

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 Spdr Bloomberg Emerging Market Transaction History