Epic Trust Investment Advisors, LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History
Epic Trust Investment Advisors, LLC
- $84.7 Million
- Q2 2024
A detailed history of Epic Trust Investment Advisors, LLC transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, Epic Trust Investment Advisors, LLC holds 23,533 shares of SPLG stock, worth $1.61 Million. This represents 1.78% of its overall portfolio holdings.
Number of Shares
23,533
Previous 23,834
1.26%
Holding current value
$1.61 Million
Previous $1.47 Million
2.73%
% of portfolio
1.78%
Previous 1.9%
Shares
7 transactions
Others Institutions Holding SPLG
# of Institutions
1,122Shares Held
445MCall Options Held
169KPut Options Held
155K-
Betterment LLC New York, NY42.7MShares$2.92 Billion7.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC32.1MShares$2.19 Billion1.05% of portfolio
-
Creative Planning Overland Park, KS29.5MShares$2.01 Billion1.98% of portfolio
-
Advance Capital Management, Inc. Southfield, MI12.5MShares$857 Million50.16% of portfolio
-
Jpmorgan Chase & CO New York, NY11.3MShares$769 Million0.06% of portfolio