Epg Wealth Management LLC Wisdomtree U.S. Largecap Fund Transaction History

Epg Wealth Management LLC

  • $396 Billion
  • Q3 2024

A detailed history of Epg Wealth Management LLC transactions in Wisdomtree U.S. Largecap Fund stock. As of the latest transaction made, Epg Wealth Management LLC holds 1,367 shares of EPS stock, worth $84,207. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,367
Previous 0 Infinity%
Holding current value
$84,207
Previous $0 Infinity%
% of portfolio
0.02%
Previous 100.0%

Shares

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

Nov 13, 2024
BUY
$54.33 - $60.04 $74,269 - $82,074
1,367 New
1,367 $82.1 Million
Q2 2024

Aug 13, 2024
SELL
$52.92 - $56.98 $71,971 - $77,492
-1,360 Closed
0 $0
Q1 2024

May 14, 2024
BUY
$49.46 - $55.4 $148 - $166
3 Added 0.22%
1,360 $75,000
Q4 2023

Feb 14, 2024
BUY
$43.69 - $50.33 $174 - $201
4 Added 0.3%
1,357 $68,000
Q3 2023

Nov 13, 2023
SELL
$45.54 - $48.62 $16,986 - $18,135
-373 Reduced 21.61%
1,353 $61,000
Q2 2023

Aug 15, 2023
BUY
$43.03 - $46.8 $172 - $187
4 Added 0.23%
1,726 $80,000
Q1 2023

May 15, 2023
BUY
$41.41 - $45.19 $165 - $180
4 Added 0.23%
1,722 $75,000
Q4 2022

Feb 14, 2023
BUY
$38.5 - $44.12 $192 - $220
5 Added 0.29%
1,718 $71,000
Q3 2022

Nov 15, 2022
BUY
$38.39 - $46.02 $65,762 - $78,832
1,713 New
1,713 $66,000
Q2 2022

Aug 15, 2022
SELL
$39.74 - $48.71 $67,716 - $83,001
-1,704 Closed
0 $0
Q1 2022

May 10, 2022
BUY
$44.93 - $50.92 $134 - $152
3 Added 0.18%
1,704 $82,000
Q4 2021

Feb 14, 2022
SELL
$45.99 - $50.68 $5,748 - $6,335
-125 Reduced 6.85%
1,701 $86,000
Q3 2021

Nov 15, 2021
BUY
$45.77 - $48.62 $83,576 - $88,780
1,826 New
1,826 $84,000
Q4 2020

Jan 29, 2021
SELL
$34.44 - $40.16 $215,318 - $251,080
-6,252 Closed
0 $0
Q3 2020

Nov 02, 2020
BUY
$33.18 - $37.7 $962 - $1,093
29 Added 0.47%
6,252 $221,000
Q2 2020

Aug 06, 2020
BUY
$26.85 - $35.49 $912 - $1,206
34 Added 0.55%
6,223 $206,000
Q1 2020

May 05, 2020
BUY
$24.35 - $37.92 $14,658 - $22,827
602 Added 10.78%
6,189 $174,000
Q4 2019

Feb 14, 2020
BUY
$32.43 - $36.81 $181,186 - $205,657
5,587 New
5,587 $205,000

Others Institutions Holding EPS

# of Institutions
123
Shares Held
11.5M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE U.S. LARGECAP FUND

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

Track Epg Wealth Management LLC Portfolio

Follow Epg 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 Epg Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Epg Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email