Ep Wealth Advisors, LLC Spdr S&P Capital Markets ETF Transaction History

Ep Wealth Advisors, LLC

  • $11.7 Billion
  • Q4 2024

A detailed history of Ep Wealth Advisors, LLC transactions in Spdr S&P Capital Markets ETF stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 1,191 shares of KCE stock, worth $158,260. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,191
Previous 1,342 11.25%
Holding current value
$158,260
Previous $167,000 1.8%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
SELL
$124.2 - $148.51 $18,754 - $22,425
-151 Reduced 11.25%
1,191 $164,000
Q3 2024

Nov 14, 2024
BUY
$110.03 - $126.01 $147,660 - $169,105
1,342 New
1,342 $167,000

Others Institutions Holding KCE

# of Institutions
135
Shares Held
2.83M
Call Options Held
9.8K
Put Options Held
3.2K
View Full List

About SPDR S&P CAPITAL MARKETS ETF

KCE Quotes by TradingView
  • Ticker KCE
  • Sector ETFs
  • Industry ETFs
More about KCE
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