Ep Wealth Advisors, LLC Spdr Portfolio Long Term Corpo Transaction History
Ep Wealth Advisors, LLC
- $11.3 Billion
- Q3 2024
A detailed history of Ep Wealth Advisors, LLC transactions in Spdr Portfolio Long Term Corpo stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 4,809 shares of SPLB stock, worth $107,240. This represents 0.0% of its overall portfolio holdings.
Number of Shares
4,809
Previous 8,158
41.05%
Holding current value
$107,240
Previous $183,000
36.61%
% of portfolio
0.0%
Previous 0.0%
Shares
14 transactions
Others Institutions Holding SPLB
# of Institutions
143Shares Held
22.1MCall Options Held
33.2KPut Options Held
7.3K-
Lpl Financial LLC Fort Mill, SC2.51MShares$55.9 Million0.03% of portfolio
-
Rockland Trust CO1.59MShares$35.4 Million1.81% of portfolio
-
Nyl Investors LLC New York, NY1.44MShares$32.2 Million2.24% of portfolio
-
Morgan Stanley New York, NY924KShares$20.6 Million0.0% of portfolio
-
Sterling Financial Group, Inc. Pasadena, CA815KShares$18.2 Million8.69% of portfolio