Robertson Stephens Wealth Management, LLC Wisdomtree Tr India Earnings F Transaction History

Robertson Stephens Wealth Management, LLC

  • $2.84 Billion
  • Q1 2025

A detailed history of Robertson Stephens Wealth Management, LLC transactions in Wisdomtree Tr India Earnings F stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 20,068 shares of EPI stock, worth $928,345. This represents 0.03% of its overall portfolio holdings.

Number of Shares
20,068
Previous 130,558 84.63%
Holding current value
$928,345
Previous $5.91 Million 85.25%
% of portfolio
0.03%
Previous 0.22%

Shares

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

Apr 17, 2025
SELL
$40.08 - $45.85 $4.43 Million - $5.07 Million
-110,490 Reduced 84.63%
20,068 $872,000
Q4 2024

Jan 27, 2025
SELL
$45.09 - $50.08 $123,772 - $137,469
-2,745 Reduced 2.06%
130,558 $5.91 Million
Q3 2024

Nov 12, 2024
BUY
$47.41 - $50.82 $595,422 - $638,248
12,559 Added 10.4%
133,303 $6.73 Million
Q2 2024

Aug 13, 2024
BUY
$43.7 - $48.28 $5.28 Million - $5.83 Million
120,744 New
120,744 $5.83 Million

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
Track This Portfolio

Track Robertson Stephens Wealth Management, LLC Portfolio

Follow Robertson Stephens Wealth Management, 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 Robertson Stephens Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Robertson Stephens Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email