Peak Financial Management, Inc. Wisdomtree Tr India Earnings F Transaction History

Peak Financial Management, Inc.

  • $330 Million
  • Q1 2025

A detailed history of Peak Financial Management, Inc. transactions in Wisdomtree Tr India Earnings F stock. As of the latest transaction made, Peak Financial Management, Inc. holds 8,873 shares of EPI stock, worth $410,464. This represents 0.12% of its overall portfolio holdings.

Number of Shares
8,873
Previous 8,898 0.28%
Holding current value
$410,464
Previous $402,000 3.73%
% of portfolio
0.12%
Previous 0.12%

Shares

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

May 12, 2025
SELL
$40.08 - $45.85 $1,002 - $1,146
-25 Reduced 0.28%
8,873 $387,000
Q4 2024

Jan 21, 2025
SELL
$45.09 - $50.08 $27,955 - $31,049
-620 Reduced 6.51%
8,898 $402,000
Q2 2024

Jul 22, 2024
BUY
$43.7 - $48.28 $30,590 - $33,796
700 Added 7.94%
9,518 $459,000
Q1 2024

Apr 22, 2024
BUY
$40.96 - $44.87 $154,132 - $168,845
3,763 Added 74.44%
8,818 $384,000
Q4 2023

Jan 18, 2024
BUY
$35.41 - $41.26 $178,997 - $208,569
5,055 New
5,055 $207,000

Others Institutions Holding EPI

# of Institutions
320
Shares Held
67.1M
Call Options Held
226K
Put Options Held
173K
View Full List

About WISDOMTREE TR INDIA EARNINGS F

EPI Quotes by TradingView
  • Ticker EPI
  • Sector ETFs
  • Industry ETFs
More about EPI
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