Venturi Wealth Management, LLC Wisdomtree Tr India Earnings F Transaction History

Venturi Wealth Management, LLC

  • $1.88 Billion
  • Q4 2024

A detailed history of Venturi Wealth Management, LLC transactions in Wisdomtree Tr India Earnings F stock. As of the latest transaction made, Venturi Wealth Management, LLC holds 78,301 shares of EPI stock, worth $3.41 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares
78,301
Previous 44,081 77.63%
Holding current value
$3.41 Million
Previous $2.22 Million 59.35%
% of portfolio
0.19%
Previous 0.13%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 31, 2025
BUY
$45.09 - $50.08 $1.54 Million - $1.71 Million
34,220 Added 77.63%
78,301 $3.54 Million
Q3 2024

Nov 04, 2024
BUY
$47.41 - $50.82 $70,972 - $76,077
1,497 Added 3.52%
44,081 $2.22 Million
Q2 2024

Jul 19, 2024
BUY
$43.7 - $48.28 $1.86 Million - $2.06 Million
42,584 New
42,584 $2.06 Million

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

EPI Quotes by TradingView
  • Ticker EPI
  • Sector ETFs
  • Industry ETFs
More about EPI
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