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

Epg Wealth Management LLC

  • $359 Billion
  • Q1 2025
Number of Shares
17,200
Previous 16,700 2.99%
Holding current value
$632 Million
Previous $624 Million 1.39%
% of portfolio
0.18%
Previous 0.16%

Shares

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

May 13, 2025
BUY
N/A
500 Added 2.99%
17,200 $632 Million
Q4 2024

Feb 14, 2025
SELL
N/A
-3,570 Reduced 17.61%
16,700 $624 Million
Q3 2024

Nov 13, 2024
BUY
N/A
20,270 New
20,270 $740 Million
Q2 2024

Aug 13, 2024
SELL
N/A
-23,470 Closed
0 $0
Q1 2024

May 14, 2024
BUY
N/A
23,470 New
23,470 $0
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