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

Personal Cfo Solutions, LLC

  • $704 Million
  • Q3 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 9,666 shares of EPI stock, worth $450,532. This represents 0.07% of its overall portfolio holdings.

Number of Shares
9,666
Previous 9,791 1.28%
Holding current value
$450,532
Previous $472,000 3.18%
% of portfolio
0.07%
Previous 0.07%

Shares

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

Nov 14, 2024
SELL
$47.41 - $50.82 $5,926 - $6,352
-125 Reduced 1.28%
9,666 $487,000
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
346
Shares Held
47.5M
Call Options Held
319K
Put Options Held
44.2K
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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