Ep Wealth Advisors, LLC Ishares Inc Msci Global Gold M Transaction History

Ep Wealth Advisors, LLC

  • $11.3 Billion
  • Q3 2024

A detailed history of Ep Wealth Advisors, LLC transactions in Ishares Inc Msci Global Gold M stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 4,201 shares of RING stock, worth $120,148. This represents 0.0% of its overall portfolio holdings.

Number of Shares
4,201
Previous 4,201 -0.0%
Holding current value
$120,148
Previous $115,000 20.0%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 19, 2024
BUY
$25.64 - $29.83 $25 - $29
1 Added 0.02%
4,201 $115,000
Q1 2024

May 14, 2024
SELL
$20.34 - $25.29 $11,797 - $14,668
-580 Reduced 12.13%
4,200 $106,000
Q4 2023

Feb 28, 2024
BUY
$19.9 - $25.38 $95,122 - $121,316
4,780 New
4,780 $117,000

Others Institutions Holding RING

# of Institutions
111
Shares Held
7.65M
Call Options Held
31K
Put Options Held
35.5K
View Full List

About ISHARES INC MSCI GLOBAL GOLD M

RING Quotes by TradingView
  • Ticker RING
  • Sector ETFs
  • Industry ETFs
More about RING
Track This Portfolio

Track Ep Wealth Advisors, LLC Portfolio

Follow Ep Wealth Advisors, 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 Ep Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ep Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email