A detailed history of Kestra Private Wealth Services, LLC transactions in Wisdomtree Tr India Earnings F stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 19,871 shares of EPI stock, worth $917,245. This represents 0.02% of its overall portfolio holdings.

Number of Shares
19,871
Previous 20,239 1.82%
Holding current value
$917,245
Previous $977,000 2.56%
% of portfolio
0.02%
Previous 0.02%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

SELL
$47.41 - $50.82 $17,446 - $18,701
-368 Reduced 1.82%
19,871 $1 Million
Q2 2024

Aug 12, 2024

SELL
$43.7 - $48.28 $11,099 - $12,263
-254 Reduced 1.24%
20,239 $977,000
Q1 2024

May 02, 2024

SELL
$40.96 - $44.87 $16,670 - $18,262
-407 Reduced 1.95%
20,493 $892,000
Q4 2023

Feb 05, 2024

BUY
$35.41 - $41.26 $2,868 - $3,342
81 Added 0.39%
20,900 $856,000
Q3 2023

Nov 07, 2023

BUY
$34.94 - $37.92 $727,415 - $789,456
20,819 New
20,819 $765,000

Others Institutions Holding EPI

About WISDOMTREE TR INDIA EARNINGS F


  • Ticker EPI
  • Sector ETFs
  • Industry ETFs
More about EPI
Track This Portfolio

Track Kestra Private Wealth Services, LLC Portfolio

Follow Kestra Private Wealth Services, 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 Kestra Private Wealth Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kestra Private Wealth Services, LLC with notifications on news.