Financial Gravity Asset Management, Inc. EPS Holdings History
Financial Gravity Asset Management, Inc.'s WisdomTree U.S. LargeCap Fund Holding Summary
As of 2025-03-31, Financial Gravity Asset Management, Inc. held 260,707.00 shares of WisdomTree U.S. LargeCap Fund(EPS), totaling $15.45 Mil. This investment constitutes 3.74% of their stock portfolio, and Financial Gravity Asset Management, Inc. now holds 1.49% of the outstanding WisdomTree U.S. LargeCap Fund(EPS) stock.
The initial trade took place in 2019Q3. And since then Financial Gravity Asset Management, Inc. has made 11 purchases of EPS, at an average price of $46.80, for a total of 3.40 Mil shares. In addition, there have been 8 sales at an average price of $52.30 for 3.14 Mil shares. Based on historical transaction data and EPS's current price of $64.86, Financial Gravity Asset Management, Inc.'s estimated gain on his EPS holdings is $21.98 Mil, reflecting a 13.80% gain to date.
Financial Gravity Asset Management, Inc. EPS ($64.86) Holding Chart
Financial Gravity Asset Management, Inc. EPS ($64.86) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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