A detailed history of Epg Wealth Management LLC transactions in Ishares Global Materials ETF stock. As of the latest transaction made, Epg Wealth Management LLC holds 175 shares of MXI stock, worth $13,678. This represents 0.0% of its overall portfolio holdings.

Number of Shares
175
Previous 0 Infinity%
Holding current value
$13,678
Previous $0 Infinity%
% of portfolio
0.0%
Previous 100.0%

Shares

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

Nov 13, 2024

BUY
$82.55 - $93.68 $14,446 - $16,394
175 New
175 $16.3 Million
Q2 2024

Aug 13, 2024

SELL
$84.78 - $91.93 $14,836 - $16,087
-175 Closed
0 $0
Q3 2022

Nov 15, 2022

BUY
$66.25 - $79.64 $11,593 - $13,937
175 New
175 $12,000
Q2 2022

Aug 15, 2022

SELL
$73.73 - $95.41 $12,902 - $16,696
-175 Closed
0 $0
Q3 2021

Nov 15, 2021

BUY
$85.18 - $94.62 $14,906 - $16,558
175 New
175 $15,000
Q2 2020

Aug 06, 2020

SELL
$47.61 - $65.09 $8,331 - $11,390
-175 Closed
0 $0
Q4 2019

Feb 14, 2020

BUY
$60.55 - $67.53 $10,596 - $11,817
175 New
175 $12,000

Others Institutions Holding MXI

About ISHARES GLOBAL MATERIALS ETF


  • Ticker MXI
  • Sector ETFs
  • Industry ETFs
More about MXI
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.