EP Wealth Advisors, LLC
Position in SPLB — State Street(R) SPDR(R) Portfolio Long Term Corporate Bond ETF
CIK 1540569
TORRANCE, CA
All Filings in SPLB
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2024-12-31 SPLB | $108,726 | 4,891 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 SPLB | $116,185 | 4,809 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 SPLB | $183,962 | 8,158 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 SPLB | $187,221 | 8,056 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 SPLB | $190,676 | 8,015 | Shares | Sole | 2024-02-28 | |
| 2023-09-30 SPLB | $166,861 | 7,856 | Shares | Sole | 2023-11-24 | |
| 2023-06-30 SPLB | $371,345 | 15,965 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 SPLB | $104,376 | 4,419 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 SPLB | $197,762 | 8,809 | Shares | Sole | 2023-06-12 | |
| 2022-06-30 SPLB | $206,740 | 8,582 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 SPLB | $269,535 | 9,699 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 SPLB | $303,782 | 9,650 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 SPLB | $300,083 | 9,569 | Shares | Sole | 2021-11-23 | |
| 2021-06-30 SPLB | $302,132 | 9,507 | Shares | Sole | 2021-08-24 | |
| No filing history on record for this holder in this stock. | ||||||