Robertson Stephens Wealth Management, LLC Wisdomtree Tr India Earnings F Transaction History

Robertson Stephens Wealth Management, LLC

  • $2.75 Billion
  • Q4 2024

A detailed history of Robertson Stephens Wealth Management, LLC transactions in Wisdomtree Tr India Earnings F stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 130,558 shares of EPI stock, worth $5.69 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares
130,558
Previous 133,303 2.06%
Holding current value
$5.69 Million
Previous $6.73 Million 12.13%
% of portfolio
0.22%
Previous 0.25%

Shares

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

Jan 27, 2025
SELL
$45.09 - $50.08 $123,772 - $137,469
-2,745 Reduced 2.06%
130,558 $5.91 Million
Q3 2024

Nov 12, 2024
BUY
$47.41 - $50.82 $595,422 - $638,248
12,559 Added 10.4%
133,303 $6.73 Million
Q2 2024

Aug 13, 2024
BUY
$43.7 - $48.28 $5.28 Million - $5.83 Million
120,744 New
120,744 $5.83 Million

Others Institutions Holding EPI

# of Institutions
346
Shares Held
47.5M
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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