Integrated Wealth Concepts LLC Wisdomtree Tr India Earnings F Transaction History

Integrated Wealth Concepts LLC

  • $8.16 Billion
  • Q4 2024

A detailed history of Integrated Wealth Concepts LLC transactions in Wisdomtree Tr India Earnings F stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 18,208 shares of EPI stock, worth $774,204. This represents 0.01% of its overall portfolio holdings.

Number of Shares
18,208
Previous 24,710 26.31%
Holding current value
$774,204
Previous $1.25 Million 33.87%
% of portfolio
0.01%
Previous 0.02%

Shares

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

Feb 14, 2025
SELL
$45.09 - $50.08 $293,175 - $325,620
-6,502 Reduced 26.31%
18,208 $824,000
Q3 2024

Nov 14, 2024
BUY
$47.41 - $50.82 $384,637 - $412,302
8,113 Added 48.88%
24,710 $1.25 Million
Q2 2024

Aug 14, 2024
BUY
$43.7 - $48.28 $725,288 - $801,303
16,597 New
16,597 $801,000
Q4 2023

Feb 13, 2024
SELL
$35.41 - $41.26 $97,200 - $113,258
-2,745 Reduced 7.85%
32,205 $1.32 Million
Q3 2023

Nov 15, 2023
BUY
$34.94 - $37.92 $1.22 Million - $1.33 Million
34,950 New
34,950 $1.28 Million
Q1 2022

May 12, 2022
SELL
$33.04 - $38.88 $874,932 - $1.03 Million
-26,481 Closed
0 $0
Q4 2021

Feb 15, 2022
BUY
$34.99 - $39.26 $54,584 - $61,245
1,560 Added 6.26%
26,481 $966,000
Q3 2021

Nov 15, 2021
BUY
$33.65 - $37.93 $838,591 - $945,253
24,921 New
24,921 $932,000
Q2 2021

Aug 13, 2021
SELL
$29.64 - $34.89 $729,944 - $859,236
-24,627 Closed
0 $0
Q1 2021

May 13, 2021
BUY
$28.65 - $32.81 $1,919 - $2,198
67 Added 0.27%
24,627 $776,000
Q4 2020

Feb 12, 2021
BUY
$23.59 - $29.21 $579,370 - $717,397
24,560 New
24,560 $717,000

Others Institutions Holding EPI

# of Institutions
346
Shares Held
47.6M
Call Options Held
235K
Put Options Held
42.5K
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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