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

Peak Financial Management, Inc.

  • $308 Million
  • Q2 2024

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 9,518 shares of EPI stock, worth $474,948. This represents 0.15% of its overall portfolio holdings.

Number of Shares
9,518
Previous 8,818 7.94%
Holding current value
$474,948
Previous $384,000 19.53%
% of portfolio
0.15%
Previous 0.13%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
319
Shares Held
40.6M
Call Options Held
936K
Put Options Held
137K
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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