EP Wealth Advisors, LLC
Position in SPXN — ProShares S&P 500 Ex-Financials ETF
CIK 1540569
TORRANCE, CA
All Filings in SPXN
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-06-30 SPXN | $146,767 | 2,216 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 SPXN | $131,233 | 2,216 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 SPXN | $150,821 | 2,396 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 SPXN | $165,113 | 2,666 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 SPXN | $158,200 | 2,666 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 SPXN | $75,293 | 1,333 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 SPXN | $68,269 | 1,333 | Shares | Sole | 2024-02-28 | |
| 2023-09-30 SPXN | $61,631 | 1,333 | Shares | Sole | 2023-11-24 | |
| No filing history on record for this holder in this stock. | ||||||