Integrated Wealth Concepts LLC Wisdomtree Tr India Earnings F Transaction History

Integrated Wealth Concepts LLC

$7.02 Billion
Q2 2024

A detailed history of Integrated Wealth Concepts LLC transactions in Wisdomtree Tr India Earnings F stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 16,597 shares of EPI stock, worth $828,190. This represents 0.01% of its overall portfolio holdings.

Number of Shares

16,597

Holding current value

$828,190

% of portfolio

0.01%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 14, 2024	BUY	$43.7 - $48.28 $725,288 - $801,303	16,597 New	16,597 $801,000
Q4 2023 Feb 13, 2024	SELL	$35.41 - $41.26 $97,200 - $113,258	-2,745 Reduced 7.85%	32,205 $1.32 Million
Q3 2023 Nov 15, 2023	BUY	$34.94 - $37.92 $1.22 Million - $1.33 Million	34,950 New	34,950 $1.28 Million
Q1 2022 May 12, 2022	SELL	$33.04 - $38.88 $874,932 - $1.03 Million	-26,481 Closed	0 $0
Q4 2021 Feb 15, 2022	BUY	$34.99 - $39.26 $54,584 - $61,245	1,560 Added 6.26%	26,481 $966,000
Q3 2021 Nov 15, 2021	BUY	$33.65 - $37.93 $838,591 - $945,253	24,921 New	24,921 $932,000
Q2 2021 Aug 13, 2021	SELL	$29.64 - $34.89 $729,944 - $859,236	-24,627 Closed	0 $0
Q1 2021 May 13, 2021	BUY	$28.65 - $32.81 $1,919 - $2,198	67 Added 0.27%	24,627 $776,000
Q4 2020 Feb 12, 2021	BUY	$23.59 - $29.21 $579,370 - $717,397	24,560 New	24,560 $717,000

Others Institutions Holding EPI

# of Institutions

319

Shares Held

40.6M

Call Options Held

936K

Put Options Held

137K

View Full List

About WISDOMTREE TR INDIA EARNINGS F

Ticker EPI
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Integrated Wealth Concepts LLC Wisdomtree Tr India Earnings F Transaction History