EP Wealth Advisors, LLC
Position in SPXL — Direxion Daily S&P 500 Bull 3X Shares
CIK 1540569
TORRANCE, CA
All Filings in SPXL
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 SPXL | $732,349 | 3,961 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 SPXL | $873,836 | 3,961 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 SPXL | $691,517 | 3,985 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 SPXL | $511,581 | 3,644 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 SPXL | $610,356 | 3,618 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 SPXL | $633,502 | 3,864 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 SPXL | $527,020 | 3,608 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 SPXL | $482,508 | 3,600 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 SPXL | $332,768 | 3,200 | Shares | Sole | 2024-02-28 | |
| 2023-09-30 SPXL | $250,240 | 3,200 | Shares | Sole | 2023-11-24 | |
| 2023-06-30 SPXL | $919,685 | 10,221 | Shares | Sole | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||