Epg Wealth Management LLC FIRST TR EXCHNG TRADED FD VI Transaction History

Epg Wealth Management LLC

  • $359 Billion
  • Q1 2025
Number of Shares
29,000
Previous 31,000 6.45%
Holding current value
$1.08 Billion
Previous $1.16 Billion 7.1%
% of portfolio
0.3%
Previous 0.31%

Shares

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

May 13, 2025
SELL
N/A
-2,000 Reduced 6.45%
29,000 $1.08 Billion
Q4 2024

Feb 14, 2025
SELL
N/A
-10,651 Reduced 25.57%
31,000 $1.16 Billion
Q3 2024

Nov 13, 2024
BUY
N/A
41,651 New
41,651 $1.53 Billion
Q2 2024

Aug 13, 2024
SELL
N/A
-42,551 Closed
0 $0
Q1 2024

May 14, 2024
BUY
N/A
42,551 New
42,551 $0
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