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EP Wealth Advisors’s SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

EP Wealth Advisors’s Portfolio SPTS Stock Details SPTS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-7,339
Closed -$225K – 565
2021
Q3 		$225K Buy
+7,339
New +$225K 0.01% 493