Personal Cfo Solutions, LLC Wisdomtree Tr India Earnings F Transaction History

Personal Cfo Solutions, LLC

  • $636 Million
  • Q2 2024

A detailed history of Personal Cfo Solutions, LLC transactions in Wisdomtree Tr India Earnings F stock. As of the latest transaction made, Personal Cfo Solutions, LLC holds 9,791 shares of EPI stock, worth $488,570. This represents 0.07% of its overall portfolio holdings.

Number of Shares
9,791
Previous 10,032 2.4%
Holding current value
$488,570
Previous $436,000 8.26%
% of portfolio
0.07%
Previous 0.07%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024
SELL
$43.7 - $48.28 $10,531 - $11,635
-241 Reduced 2.4%
9,791 $472,000
Q1 2024

May 13, 2024
BUY
$40.96 - $44.87 $125,788 - $137,795
3,071 Added 44.12%
10,032 $436,000
Q4 2023

Feb 13, 2024
BUY
$35.41 - $41.26 $246,489 - $287,210
6,961 New
6,961 $285,000

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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