Ep Wealth Advisors, LLC Spdr Series Tr Spdr S&P Homebu Transaction History

Ep Wealth Advisors, LLC

$11.3 Billion
Q3 2024

A detailed history of Ep Wealth Advisors, LLC transactions in Spdr Series Tr Spdr S&P Homebu stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 965 shares of XHB stock, worth $104,606. This represents 0.0% of its overall portfolio holdings.

Number of Shares

965

Holding current value

$104,606

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 14, 2024	BUY	$97.96 - $124.99 $94,531 - $120,615	965 New	965 $120,000

Others Institutions Holding XHB

# of Institutions

366

Shares Held

15.4M

Call Options Held

2.78M

Put Options Held

4.4M

Goldman Sachs Group Inc New York, NY

2.36M
Shares

$256 Million
0.05% of portfolio
Jpmorgan Chase & CO New York, NY

1.87M
Shares

$202 Million
0.02% of portfolio
Morgan Stanley New York, NY

866K
Shares

$93.9 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

669K
Shares

$72.5 Million
0.01% of portfolio
Natixis Paris, I0

601K
Shares

$65.1 Million
0.43% of portfolio

View Full List

About SPDR SERIES TR SPDR S&P HOMEBU

Ticker XHB
Sector ETFs
Industry ETFs

More about XHB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ep Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ep Wealth Advisors, LLC with notifications on news.

Account

Ep Wealth Advisors, LLC Spdr Series Tr Spdr S&P Homebu Transaction History