Epg Wealth Management LLC ETF Managers Tr Ai Powered Equ Transaction History

Epg Wealth Management LLC

$396 Billion
Q3 2024

Shares

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 13, 2023	BUY	N/A	38 Added 0.43%	8,892 $0
Q2 2023 Aug 15, 2023	BUY	N/A	35 Added 0.4%	8,854 $0
Q1 2023 May 15, 2023	BUY	N/A	202 Added 2.34%	8,819 $0
Q4 2022 Feb 14, 2023	SELL	N/A	-1,466 Reduced 14.54%	8,617 $0
Q2 2022 Aug 15, 2022	SELL	N/A	-8,402 Reduced 45.45%	10,083 $305,000
Q1 2022 May 10, 2022	SELL	N/A	-1,072 Reduced 5.48%	18,485 $682,000
Q4 2021 Feb 14, 2022	BUY	N/A	3,982 Added 25.57%	19,557 $819,000
Q3 2021 Nov 15, 2021	SELL	N/A	-391 Reduced 2.45%	15,575 $642,000
Q2 2021 Aug 09, 2021	SELL	N/A	-449 Reduced 2.74%	15,966 $662,000
Q1 2021 May 10, 2021	BUY	N/A	8 Added 0.05%	16,415 $629,000
Q4 2020 Jan 29, 2021	SELL	N/A	-291 Reduced 1.74%	16,407 $582,000
Q3 2020 Nov 02, 2020	SELL	N/A	-18,492 Reduced 52.55%	16,698 $513,000
Q2 2020 Aug 06, 2020	SELL	N/A	-10,395 Reduced 22.8%	35,190 $991,000
Q1 2020 May 05, 2020	BUY	N/A	45,585 New	45,585 $1.02 Million

Others Institutions Holding AIEQ

# of Institutions

1

Shares Held

10

Call Options Held

0

Put Options Held

0

Baldrige Asset Management LLC

10
Shares

$0
0.0% of portfolio

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