Valeo Financial Advisors, LLC Wisdomtree Tr India Earnings F Transaction History

Valeo Financial Advisors, LLC

$3.81 Billion
Q3 2024

A detailed history of Valeo Financial Advisors, LLC transactions in Wisdomtree Tr India Earnings F stock. As of the latest transaction made, Valeo Financial Advisors, LLC holds 12,313 shares of EPI stock, worth $573,908. This represents 0.02% of its overall portfolio holdings.

Number of Shares

12,313

Previous 11,552 6.59%

Holding current value

$573,908

Previous $557,000 11.49%

% of portfolio

0.02%

Previous 0.02%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 10, 2024	BUY	$47.41 - $50.82 $36,079 - $38,674	761 Added 6.59%	12,313 $621,000
Q2 2024 Jul 10, 2024	BUY	$43.7 - $48.28 $38,587 - $42,631	883 Added 8.28%	11,552 $557,000
Q1 2024 Apr 25, 2024	BUY	$40.96 - $44.87 $41,492 - $45,453	1,013 Added 10.49%	10,669 $464,000
Q1 2024 Apr 19, 2024	BUY	$40.96 - $44.87 $165,478 - $181,274	4,040 Added 71.94%	9,656 $420,000
Q4 2023 Jan 29, 2024	BUY	$35.41 - $41.26 $198,862 - $231,716	5,616 New	5,616 $230,000
Q3 2020 Oct 28, 2020	SELL	$20.43 - $24.24 $6,598 - $7,829	-323 Closed	0 $0
Q2 2020 Jul 20, 2020	BUY	$14.99 - $20.43 $29 - $40	2 Added 0.62%	323 $6,000
Q4 2019 Jan 24, 2020	BUY	$22.79 - $24.98 $7,315 - $8,018	321 New	321 $8,000
Q1 2019 Apr 12, 2019	SELL	N/A	-102 Closed	0 $0
Q2 2018 Aug 14, 2018	BUY	N/A	102 New	102 $3,000

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

Ticker EPI
Sector ETFs
Industry ETFs

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Valeo Financial Advisors, LLC Wisdomtree Tr India Earnings F Transaction History