Circle Wealth Management, LLC Wisdomtree Tr India Earnings F Transaction History

Circle Wealth Management, LLC

  • $4.51 Billion
  • Q3 2024

A detailed history of Circle Wealth Management, LLC transactions in Wisdomtree Tr India Earnings F stock. As of the latest transaction made, Circle Wealth Management, LLC holds 94,490 shares of EPI stock, worth $4.12 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
94,490
Previous 89,460 5.62%
Holding current value
$4.12 Million
Previous $4.32 Million 10.37%
% of portfolio
0.11%
Previous 0.1%

Shares

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

Nov 14, 2024
BUY
$47.41 - $50.82 $238,472 - $255,624
5,030 Added 5.62%
94,490 $4.77 Million
Q2 2024

Aug 13, 2024
BUY
$43.7 - $48.28 $3.91 Million - $4.32 Million
89,460 New
89,460 $4.32 Million

Others Institutions Holding EPI

# of Institutions
339
Shares Held
48.5M
Call Options Held
319K
Put Options Held
44.2K
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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