Ep Wealth Advisors, LLC Spdr Ssga Us Large Cap Low Vol Transaction History

Ep Wealth Advisors, LLC

  • $14.6 Billion
  • Q2 2025

A detailed history of Ep Wealth Advisors, LLC transactions in Spdr Ssga Us Large Cap Low Vol stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 1,525 shares of LGLV stock, worth $266,387. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,525
Previous 1,425 7.02%
Holding current value
$266,387
Previous $248,000 7.26%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$157.93 - $175.89 $15,793 - $17,589
100 Added 7.02%
1,525 $266,000
Q1 2025

May 15, 2025
BUY
$162.48 - $175.37 $3,574 - $3,858
22 Added 1.57%
1,425 $248,000
Q3 2023

Nov 22, 2023
BUY
$133.53 - $143.85 $187,342 - $201,821
1,403 New
1,403 $187,000
Q4 2022

Jun 12, 2023
BUY
$122.6 - $141.03 $172,007 - $197,865
1,403 New
1,403 $190,000

Others Institutions Holding LGLV

# of Institutions
196
Shares Held
5.29M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR SSGA US LARGE CAP LOW VOL

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