Beaumont Financial Advisors, LLC Wisdomtree Tr India Earnings F Transaction History

Beaumont Financial Advisors, LLC

  • $1.14 Billion
  • Q4 2024

A detailed history of Beaumont Financial Advisors, LLC transactions in Wisdomtree Tr India Earnings F stock. As of the latest transaction made, Beaumont Financial Advisors, LLC holds 8,971 shares of EPI stock, worth $376,602. This represents 0.04% of its overall portfolio holdings.

Number of Shares
8,971
Previous 6,541 37.15%
Holding current value
$376,602
Previous $330,000 23.03%
% of portfolio
0.04%
Previous 0.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 17, 2025
BUY
$45.09 - $50.08 $109,568 - $121,694
2,430 Added 37.15%
8,971 $406,000
Q3 2024

Oct 09, 2024
SELL
$47.41 - $50.82 $36,079 - $38,674
-761 Reduced 10.42%
6,541 $330,000
Q2 2024

Jul 24, 2024
SELL
$43.7 - $48.28 $98,281 - $108,581
-2,249 Reduced 23.55%
7,302 $352,000
Q1 2024

May 10, 2024
BUY
$40.96 - $44.87 $391,208 - $428,553
9,551 New
9,551 $416,000

Others Institutions Holding EPI

# of Institutions
348
Shares Held
47.6M
Call Options Held
235K
Put Options Held
42.5K
View Full List

About WISDOMTREE TR INDIA EARNINGS F

EPI Quotes by TradingView
  • Ticker EPI
  • Sector ETFs
  • Industry ETFs
More about EPI
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