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 $934,957. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,936
Previous 3,560 10.56%
Holding current value
$934,957
Previous $855,000 14.27%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Feb 13, 2025
BUY
$225.16 - $265.16 $84,660 - $99,700
376 Added 10.56%
3,936 $977,000
Q3 2024

Nov 14, 2024
BUY
$201.42 - $273.98 $150,259 - $204,389
746 Added 26.51%
3,560 $855,000
Q3 2023

Nov 22, 2023
SELL
$190.05 - $231.97 $87,232 - $106,474
-459 Reduced 14.02%
2,814 $551,000
Q2 2023

Aug 14, 2023
SELL
$174.52 - $221.45 $113 Million - $143 Million
-646,439 Reduced 99.5%
3,273 $724,000
Q1 2023

Jun 05, 2023
BUY
$164.86 - $210.4 $107 Million - $137 Million
649,712 New
649,712 $136 Million

Others Institutions Holding XSD

# of Institutions
240
Shares Held
2.3M
Call Options Held
30.2K
Put Options Held
25.2K
View Full List

About SPDR TR SER SPDR S&P SEMICONDU

XSD Quotes by TradingView
  • Ticker XSD
  • Sector ETFs
  • Industry ETFs
More about XSD
Track This Portfolio

Track Ep Wealth Advisors, LLC Portfolio

Follow Ep Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email