Ep Wealth Advisors, LLC Spdr S&P 500 Fossil Fuel Reser Transaction History

Ep Wealth Advisors, LLC

$11.7 Billion
Q4 2024

A detailed history of Ep Wealth Advisors, LLC transactions in Spdr S&P 500 Fossil Fuel Reser stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 16,723 shares of SPYX stock, worth $756,046. This represents 0.01% of its overall portfolio holdings.

Number of Shares

16,723

Previous 18,234 8.29%

Holding current value

$756,046

Previous $861,000 6.5%

% of portfolio

0.01%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	SELL	$46.53 - $49.91 $70,306 - $75,414	-1,511 Reduced 8.29%	16,723 $805,000
Q3 2024 Nov 14, 2024	BUY	$42.38 - $47.25 $88,531 - $98,705	2,089 Added 12.94%	18,234 $861,000
Q2 2024 Aug 19, 2024	BUY	$40.47 - $44.95 $406,642 - $451,657	10,048 Added 164.8%	16,145 $720,000
Q1 2024 May 14, 2024	SELL	$38.19 - $42.8 $24,250 - $27,178	-635 Reduced 9.43%	6,097 $260,000
Q4 2023 Feb 28, 2024	BUY	$33.41 - $38.98 $367 - $428	11 Added 0.16%	6,732 $261,000
Q3 2023 Nov 22, 2023	SELL	$34.55 - $37.33 $463,280 - $500,557	-13,409 Reduced 66.61%	6,721 $233,000
Q2 2023 Aug 14, 2023	BUY	$32.81 - $36.17 $433,649 - $478,058	13,217 Added 191.19%	20,130 $728,000
Q1 2023 Jun 05, 2023	BUY	$31.18 - $96.11 $215,547 - $664,408	6,913 New	6,913 $229,000

Others Institutions Holding SPYX

# of Institutions

231

Shares Held

21M

Call Options Held

Put Options Held

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About SPDR S&P 500 FOSSIL FUEL RESER

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Ep Wealth Advisors, LLC Spdr S&P 500 Fossil Fuel Reser Transaction History