Steward Partners Investment Advisory, LLC Wisdomtree Tr India Earnings F Transaction History

Steward Partners Investment Advisory, LLC

$10.6 Billion
Q3 2024

A detailed history of Steward Partners Investment Advisory, LLC transactions in Wisdomtree Tr India Earnings F stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 16,877 shares of EPI stock, worth $736,005. This represents 0.01% of its overall portfolio holdings.

Number of Shares

16,877

Previous 3,238 421.22%

Holding current value

$736,005

Previous $156,000 445.51%

% of portfolio

0.01%

Previous 0.0%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$47.41 - $50.82 $646,624 - $693,133	13,639 Added 421.22%	16,877 $851,000
Q2 2024 Aug 08, 2024	SELL	$43.7 - $48.28 $21,500 - $23,753	-492 Reduced 13.19%	3,238 $156,000
Q1 2024 May 15, 2024	BUY	$40.96 - $44.87 $128,327 - $140,577	3,133 Added 524.79%	3,730 $162,000
Q3 2023 Nov 13, 2023	BUY	$34.94 - $37.92 $7,861 - $8,532	225 Added 60.48%	597 $21,000
Q1 2022 May 02, 2022	SELL	$33.04 - $38.88 $16,520 - $19,440	-500 Reduced 57.34%	372 $13,000
Q2 2021 Aug 13, 2021	SELL	$29.64 - $34.89 $66,186 - $77,909	-2,233 Reduced 71.92%	872 $30,000
Q1 2021 May 14, 2021	BUY	$28.65 - $32.81 $78,300 - $89,669	2,733 Added 734.68%	3,105 $0
Q2 2019 Jul 25, 2019	BUY	N/A	372 New	372 $9,000
Q4 2018 Jan 15, 2019	SELL	N/A	-644 Closed	0 $0
Q3 2018 Oct 23, 2018	SELL	N/A	-2,025 Reduced 75.87%	644 $16,000
Q2 2018 Jul 20, 2018	BUY	N/A	2,669 New	2,669 $67,000

Others Institutions Holding EPI

# of Institutions

339

Shares Held

48.5M

Call Options Held

319K

Put Options Held

44.2K

View Full List

About WISDOMTREE TR INDIA EARNINGS F

Ticker EPI
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Steward Partners Investment Advisory, LLC Wisdomtree Tr India Earnings F Transaction History