Kingswood Wealth Advisors, LLC Wisdomtree Tr India Earnings F Transaction History

Kingswood Wealth Advisors, LLC

  • $1.33 Trillion
  • Q4 2024

A detailed history of Kingswood Wealth Advisors, LLC transactions in Wisdomtree Tr India Earnings F stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 11,767 shares of EPI stock, worth $517,159. This represents 0.04% of its overall portfolio holdings.

Number of Shares
11,767
Previous 4,900 140.14%
Holding current value
$517,159
Previous $247 Million 115.45%
% of portfolio
0.04%
Previous 0.02%

Shares

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

Jan 22, 2025
BUY
$45.09 - $50.08 $309,633 - $343,899
6,867 Added 140.14%
11,767 $533 Million
Q3 2024

Oct 21, 2024
SELL
$47.41 - $50.82 $162,616 - $174,312
-3,430 Reduced 41.18%
4,900 $247 Million
Q2 2024

Jul 09, 2024
BUY
$43.7 - $48.28 $364,021 - $402,172
8,330 New
8,330 $402 Million

Others Institutions Holding EPI

# of Institutions
345
Shares Held
46M
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
Track This Portfolio

Track Kingswood Wealth Advisors, LLC Portfolio

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

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email