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Company Main View
Name:
EPG Wealth Management LLC
City:
ATLANTA
State:
GA
Zip:
30305
Achive data
View Filing Period:
Current Quarter
2023-12-31
2023-09-30
2023-06-30
2023-03-31
2022-12-31
2022-09-30
2022-06-30
2022-03-31
2021-12-31
2021-09-30
2021-06-30
2021-03-31
2020-12-31
2020-09-30
2020-06-30
2020-03-31
2019-12-31
Portfolio Summary
View Filing
Filing Report Date :
2024-03-31
Total Value :
$408,350,000
Total Value Change :
$28,177,000
Securities Held Change :
20
All Securities Held :
445
New Positions
:
23
Closed Positions
:
6
Increased Positions
:
219
Unchanged Positions
:
139
Decreased Positions
:
64
Download
Free Registration Required For Full Results
Holdings Found :
6
View All Holdings
Currently Viewing:
Closed Positions
Page 1 of 1
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Ticker
Company Name
Position
Rank
New/Closed
Postion
Last
Close
Value
Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
% of Company
Industry
IXUS
Ishares Core Msci Total Int...
445
Closed
$67.31
$0
0
0%
-160,000
-2,514
0
N/A
VIAC
CBS Corp Class B
444
Closed
$9.97
$0
0
0%
-9,000
-670
0
Broadcasting - TV
HOLX
Hologic Inc
442
Closed
$72.27
$0
0
0%
-854,000
-11,661
0
Medical Appliances & ...
YDIV
First Trust S&P Int Div Ari...
448
Closed
$15.93
$0
0
0%
-73,000
-4,834
0
N/A
IWR
iShares Tr Rssll MidCap Indx
447
Closed
$80.79
$0
0
0%
-9,000
-117
0
Closed - End Fund - E...
ARE
Alexandria Real Estate Equi...
446
Closed
$115.68
$0
0
0%
0
-1
0
REIT - Office
6
Records Found
1
Page 1 of 1
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Summary:
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