Laurel Wealth Planning LLC EPI Holdings History
Laurel Wealth Planning LLC's WisdomTree India Earnings Fund Holding Summary
As of 2025-03-31, Laurel Wealth Planning LLC held 135,455.00 shares of WisdomTree India Earnings Fund(EPI), totaling $5.92 Mil. This investment constitutes 3.93% of their stock portfolio, and Laurel Wealth Planning LLC now holds 0.2% of the outstanding WisdomTree India Earnings Fund(EPI) stock.
The initial trade took place in 2024Q3. And since then Laurel Wealth Planning LLC has made 3 purchases of EPI, at an average price of $48.12, for a total of 135,455.00 shares. Based on historical transaction data and EPI's current price of $46.72, Laurel Wealth Planning LLC's estimated gain on his EPI holdings is $-189,401.08, reflecting a -2.91% gain to date.
Laurel Wealth Planning LLC EPI ($46.72) Holding Chart
Laurel Wealth Planning LLC EPI ($46.72) 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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