Ep Wealth Advisors, LLC Spdr Bloomberg Investment Grad Transaction History

Ep Wealth Advisors, LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 May 20, 2022	SELL	$30.36 - $30.62 $241,604 - $243,673	-7,958 Closed	0 $0
Q4 2021 Feb 17, 2022	SELL	$30.56 - $30.65 $744,900 - $747,093	-24,375 Reduced 75.39%	7,958 $243,000
Q3 2021 Nov 23, 2021	SELL	$30.62 - $30.66 $621,708 - $622,520	-20,304 Reduced 38.57%	32,333 $991,000
Q3 2021 Nov 16, 2021	BUY	$30.62 - $30.66 $1.61 Million - $1.61 Million	52,637 New	52,637 $991,000

338

54.1M

1.4K

200

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