National Wealth Management Group, LLC Ishares Inc Transaction History

National Wealth Management Group, LLC

  • $150 Billion
  • Q4 2024

A detailed history of National Wealth Management Group, LLC transactions in Ishares Inc stock. As of the latest transaction made, National Wealth Management Group, LLC holds 9,708 shares of EPP stock, worth $432,394. This represents 0.28% of its overall portfolio holdings.

Number of Shares
9,708
Previous 11,685 16.92%
Holding current value
$432,394
Previous $571 Million 25.48%
% of portfolio
0.28%
Previous 0.39%

Shares

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

Feb 12, 2025
SELL
$43.59 - $49.13 $86,177 - $97,130
-1,977 Reduced 16.92%
9,708 $425 Million
Q3 2024

Nov 13, 2024
BUY
$41.3 - $48.84 $482,590 - $570,695
11,685 New
11,685 $571 Million

Others Institutions Holding EPP

# of Institutions
204
Shares Held
31M
Call Options Held
2.5K
Put Options Held
4.1K
View Full List

About ISHARES INC

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