Ep Wealth Advisors, LLC Spdr Bloomberg Short Term High Transaction History

Ep Wealth Advisors, LLC

$11.3 Billion
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2019 May 20, 2019	SELL	N/A	-34,500 Closed	0 $0
Q4 2018 Feb 19, 2019	SELL	N/A	-39,900 Reduced 53.63%	34,500 $898,000
Q1 2018 May 15, 2018	BUY	N/A	74,400 New	74,400 $2.04 Million

Others Institutions Holding SJNK

# of Institutions

376

Shares Held

133M

Call Options Held

300

Put Options Held

0

Ilmarinen Mutual Pension Insurance CO Helsinki, H9

19.4M
Shares

$488 Million
5.43% of portfolio
Grimes & Company, Inc.

7.47M
Shares

$188 Million
5.26% of portfolio
Ameriprise Financial Inc Minneapolis, MN

6.95M
Shares

$175 Million
0.05% of portfolio
Angeles Investment Advisors, LLC

4.85M
Shares

$122 Million
6.42% of portfolio
Wright Fund Management, LLC Santa Monica, CA

4.83M
Shares

$122 Million
5.46% of portfolio

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