Ep Wealth Advisors, LLC Wheaton Precious Metals Corp. Transaction History

Ep Wealth Advisors, LLC

$11.3 Billion
Q3 2024

A detailed history of Ep Wealth Advisors, LLC transactions in Wheaton Precious Metals Corp. stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 5,385 shares of WPM stock, worth $332,469. This represents 0.0% of its overall portfolio holdings.

Number of Shares

5,385

Previous 5,385 -0.0%

Holding current value

$332,469

Previous $282,000 16.31%

% of portfolio

0.0%

Previous 0.0%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 19, 2024	SELL	$47.79 - $57.82 $430 - $520	-9 Reduced 0.17%	5,385 $282,000
Q4 2023 Feb 28, 2024	BUY	$38.82 - $50.45 $349 - $454	9 Added 0.17%	5,394 $266,000
Q3 2023 Nov 22, 2023	SELL	$40.23 - $45.62 $54.5 Million - $61.8 Million	-1,354,009 Reduced 99.6%	5,385 $218,000
Q2 2023 Aug 14, 2023	BUY	$42.53 - $52.23 $57.4 Million - $70.5 Million	1,350,103 Added 14531.3%	1,359,394 $58.8 Million
Q1 2023 Jun 05, 2023	BUY	$38.72 - $48.16 $359,747 - $447,454	9,291 New	9,291 $447,000
Q4 2022 Jun 12, 2023	SELL	$30.67 - $41.17 $59,837 - $80,322	-1,951 Reduced 21.0%	7,340 $286,000
Q2 2022 Aug 11, 2022	BUY	$36.03 - $51.71 $180 - $258	5 Added 0.07%	7,332 $264,000
Q3 2021 Nov 23, 2021	SELL	$37.58 - $46.6 $372,267 - $461,619	-9,906 Reduced 57.48%	7,327 $275,000
Q3 2021 Nov 16, 2021	BUY	$37.58 - $46.6 $369,899 - $458,683	9,843 Added 133.19%	17,233 $275,000
Q2 2021 Aug 24, 2021	BUY	$39.9 - $48.92 $2,513 - $3,081	63 Added 0.86%	7,390 $326,000
Q2 2020 Aug 14, 2020	BUY	$27.43 - $46.7 $200,979 - $342,170	7,327 New	7,327 $323,000

Others Institutions Holding WPM

# of Institutions

671

Shares Held

263M

Call Options Held

3.04M

Put Options Held

2.08M

View Full List

About Wheaton Precious Metals Corp.

Ticker WPM
Exchange NYSE
Sector Basic Materials
Industry Gold
Shares Outstandng 451,692,000
Market Cap $27.9B
Description
Wheaton Precious Metals Corp., a streaming company, primarily sells precious metals in Canada and internationally. The company sells gold, silver, palladium, and cobalt deposits. It has a portfolio of interests in the 23 operating mines and 13 development projects. The company was formerly known as Silver Wheaton Corp. and changed its name to Wh...

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Ep Wealth Advisors, LLC Wheaton Precious Metals Corp. Transaction History