A detailed history of Ep Wealth Advisors, LLC transactions in Smartsheet Inc stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 4,775 shares of SMAR stock, worth $266,683. This represents 0.0% of its overall portfolio holdings.

Number of Shares
4,775
Holding current value
$266,683
% of portfolio
0.0%

Shares

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

Nov 14, 2024

BUY
$42.95 - $55.46 $205,086 - $264,821
4,775 New
4,775 $264,000
Q4 2021

Feb 17, 2022

SELL
$59.49 - $79.82 $1.65 Million - $2.21 Million
-27,656 Closed
0 $0
Q3 2021

Nov 23, 2021

BUY
$67.72 - $83.77 $161,918 - $200,294
2,391 Added 9.46%
27,656 $1.9 Million
Q3 2021

Nov 16, 2021

BUY
$67.72 - $83.77 $1.71 Million - $2.12 Million
25,265 New
25,265 $1.9 Million

Others Institutions Holding SMAR

About SMARTSHEET INC


  • Ticker SMAR
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 130,600,000
  • Market Cap $7.29B
  • Description
  • Smartsheet Inc. provides cloud-based enterprise platform to plan, capture, manage, automate, and report on work for teams and organizations. The company offers Dashboards for real-time visibility into the status of work to align individuals, managers, and executives; Portals to locate and access from any device the resources available for a proj...
More about SMAR
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