EP WEALTH ADVISORS, LLC – SPDR S&P 400 Mid Cap Value ETF Transaction History
EP WEALTH ADVISORS, LLC portfolio value:
$11.15M
portfolio value
SPDR S&P 400 Mid Cap Value ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | 0.00% | 192.89K shares | 11.15M | $57.82 | 192.89K |
| Q1 2020 | share | Decrease | -100.00% | -6.77K shares | -371K | $34.33 | 0 |
| Q4 2019 | share | Increase | 0.00% | 6.77K shares | 371K | $52.82 | 6.77K |