Number of Shares
15,310
Previous 14,543 5.27%
Holding current value
$1.19 Billion
Previous $1.61 Billion 26.2%
% of portfolio
0.33%
Previous 0.42%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025

BUY
N/A
767 Added 5.27%
15,310 $1.19 Billion
Q4 2024

Feb 14, 2025

BUY
N/A
14,543 New
14,543 $1.61 Billion
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.