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

Ep Wealth Advisors, LLC

$11.3 Billion
Q3 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 1,342 shares of KCE stock, worth $187,826. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,342

Holding current value

$187,826

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
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

111

Shares Held

2.83M

Call Options Held

5.3K

Put Options Held

Assetmark, Inc

779K
Shares

$109 Million
0.28% of portfolio
Bank Of America Corp Charlotte, NC

485K
Shares

$67.9 Million
0.01% of portfolio
Morgan Stanley New York, NY

185K
Shares

$25.9 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

129K
Shares

$18 Million
0.01% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

93.4K
Shares

$13.1 Million
0.0% of portfolio

View Full List

About SPDR S&P CAPITAL MARKETS ETF

Ticker KCE
Sector ETFs
Industry ETFs

More about KCE

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