Big Sur Wealth Management LLC Ishares Inc Transaction History

Big Sur Wealth Management LLC

  • $354 Million
  • Q3 2024

A detailed history of Big Sur Wealth Management LLC transactions in Ishares Inc stock. As of the latest transaction made, Big Sur Wealth Management LLC holds 1,730 shares of EPP stock, worth $76,344. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,730
Previous 980 76.53%
Holding current value
$76,344
Previous $42,000 100.0%
% of portfolio
0.02%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024
BUY
$41.3 - $48.84 $30,974 - $36,630
750 Added 76.53%
1,730 $84,000
Q2 2024

Jul 22, 2024
SELL
$40.54 - $45.26 $30,405 - $33,945
-750 Reduced 43.35%
980 $42,000
Q4 2023

Feb 12, 2024
BUY
$38.16 - $43.56 $28,619 - $32,670
750 Added 76.53%
1,730 $75,000
Q4 2022

Feb 09, 2023
BUY
$37.1 - $44.34 $36,358 - $43,453
980 New
980 $41,000

Others Institutions Holding EPP

# of Institutions
203
Shares Held
32.6M
Call Options Held
10.8K
Put Options Held
15.8K
View Full List

About ISHARES INC

EPP Quotes by TradingView
  • Ticker EPP
  • Sector ETFs
  • Industry ETFs
More about EPP
Track This Portfolio

Track Big Sur Wealth Management LLC Portfolio

Follow Big Sur Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Big Sur Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Big Sur Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email