Number of Shares
18,600
Previous 20,100 7.46%
Holding current value
$639 Million
Previous $703 Million 9.21%
% of portfolio
0.18%
Previous 0.19%

Shares

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

May 13, 2025

SELL
N/A
-1,500 Reduced 7.46%
18,600 $639 Million
Q4 2024

Feb 14, 2025

BUY
N/A
1,000 Added 5.24%
20,100 $703 Million
Q3 2024

Nov 13, 2024

BUY
N/A
19,100 New
19,100 $662 Million
Q2 2024

Aug 13, 2024

SELL
N/A
-22,450 Closed
0 $0
Q4 2023

Feb 14, 2024

BUY
N/A
22,450 New
22,450 $0
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.