Leibman Financial Services, Inc. EPI Holdings History
Number of Shares
126,595.00
Current Holdings Value*
$6.01 Mil
% of Portfolio
4.62%
Total Estimate Gain
$642,204.30
% of Total Estimate Gain
12.24%
Leibman Financial Services, Inc.'s WisdomTree India Earnings Fund Holding Summary
As of 2025-06-30, Leibman Financial Services, Inc. held 126,595.00 shares of WisdomTree India Earnings Fund(EPI), totaling $6.01 Mil. This investment constitutes 4.62% of their stock portfolio, and Leibman Financial Services, Inc. now holds 0.18% of the outstanding WisdomTree India Earnings Fund(EPI) stock.
The initial trade took place in 2023Q4. And since then Leibman Financial Services, Inc. has made 6 purchases of EPI, at an average price of $41.45, for a total of 126,595.00 shares. Based on historical transaction data and EPI's current price of $46.52, Leibman Financial Services, Inc.'s estimated gain on his EPI holdings is $642,204.30, reflecting a 12.24% gain to date.
Leibman Financial Services, Inc. EPI ($46.52) Holding Chart
Leibman Financial Services, Inc. EPI ($46.52) 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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