Ep Wealth Advisors, LLC Spdr Tr Ser Spdr S&P Semicondu Transaction History
Ep Wealth Advisors, LLC
- $11.7 Billion
- Q4 2024
A detailed history of Ep Wealth Advisors, LLC transactions in Spdr Tr Ser Spdr S&P Semicondu stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 3,936 shares of XSD stock, worth $855,843. This represents 0.01% of its overall portfolio holdings.
Number of Shares
3,936
Previous 3,560
10.56%
Holding current value
$855,843
Previous $855,000
14.27%
% of portfolio
0.01%
Previous 0.01%
Shares
5 transactions
Others Institutions Holding XSD
# of Institutions
246Shares Held
2.27MCall Options Held
40.8KPut Options Held
28.4K-
Lpl Financial LLC Fort Mill, SC271KShares$58.9 Million0.03% of portfolio
-
Morgan Stanley New York, NY195KShares$42.3 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC115KShares$25.1 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA95.9KShares$20.9 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN73.5KShares$16 Million0.0% of portfolio