Ep Wealth Advisors, LLC Spdr Portfolio Transaction History

Ep Wealth Advisors, LLC

  • $11.7 Billion
  • Q4 2024

A detailed history of Ep Wealth Advisors, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 4,613 shares of SPMD stock, worth $259,711. This represents 0.0% of its overall portfolio holdings.

Number of Shares
4,613
Previous 3,882 18.83%
Holding current value
$259,711
Previous $212,000 18.87%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Feb 13, 2025
BUY
$54.13 - $59.56 $39,569 - $43,538
731 Added 18.83%
4,613 $252,000
Q3 2024

Nov 14, 2024
BUY
$50.29 - $54.92 $53,206 - $58,105
1,058 Added 37.46%
3,882 $212,000
Q2 2024

Aug 19, 2024
BUY
$49.54 - $53.39 $139,900 - $150,773
2,824 New
2,824 $144,000

Others Institutions Holding SPMD

# of Institutions
714
Shares Held
204M
Call Options Held
2.1K
Put Options Held
0
View Full List

About SPDR PORTFOLIO

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