Ci Private Wealth, LLC Wisdomtree U.S. Largecap Fund Transaction History

Ci Private Wealth, LLC

  • $62.5 Billion
  • Q3 2025

A detailed history of Ci Private Wealth, LLC transactions in Wisdomtree U.S. Largecap Fund stock. As of the latest transaction made, Ci Private Wealth, LLC holds 3,697 shares of EPS stock, worth $257,274. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,697
Previous 3,697 -0.0%
Holding current value
$257,274
Previous $236,000 7.63%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Sep 26, 2025
SELL
$52.66 - $64.01 $194,684 - $236,644
-3,697 Reduced 50.0%
3,697 $236,000
Q2 2025

Aug 15, 2025
BUY
$52.66 - $64.01 $194,684 - $236,644
3,697 Added 100.0%
7,394 $473,000
Q4 2024

Feb 10, 2025
SELL
$59.58 - $63.93 $47,842 - $51,335
-803 Reduced 17.84%
3,697 $226,000
Q3 2024

Nov 12, 2024
BUY
$54.33 - $60.04 $36,455 - $40,286
671 Added 17.52%
4,500 $270,000
Q2 2024

Aug 13, 2024
BUY
$52.92 - $56.98 $8,784 - $9,458
166 Added 4.53%
3,829 $217,000
Q1 2024

May 09, 2024
BUY
$49.46 - $55.4 $181,171 - $202,930
3,663 New
3,663 $202,000

Others Institutions Holding EPS

# of Institutions
166
Shares Held
14.1M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE U.S. LARGECAP FUND

EPS Quotes by TradingView
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