EP Wealth Advisors, LLC
Position in LGLV — State Street(R) SPDR(R) US Large Cap Low Volatility Index ETF
CIK 1540569
TORRANCE, CA
All Filings in LGLV
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 LGLV | $306,510 | 1,721 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 LGLV | $389,063 | 2,216 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 LGLV | $266,280 | 1,525 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 LGLV | $248,007 | 1,425 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 LGLV | $231,789 | 1,403 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 LGLV | $237,429 | 1,403 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 LGLV | $214,055 | 1,403 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 LGLV | $218,503 | 1,403 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 LGLV | $203,449 | 1,403 | Shares | Sole | 2024-02-28 | |
| 2023-09-30 LGLV | $187,342 | 1,403 | Shares | Sole | 2023-11-24 | |
| 2022-12-31 LGLV | $190,288 | 1,403 | Shares | Sole | 2023-06-12 | |
| No filing history on record for this holder in this stock. | ||||||