Assured Partners Investment Advisors, LLC Wisdomtree U.S. Largecap Fund Transaction History
Assured Partners Investment Advisors, LLC
- $449 Billion
- Q3 2025
A detailed history of Assured Partners Investment Advisors, LLC transactions in Wisdomtree U.S. Largecap Fund stock. As of the latest transaction made, Assured Partners Investment Advisors, LLC holds 43,267 shares of EPS stock, worth $3.01 Million. This represents 0.66% of its overall portfolio holdings.
Number of Shares
43,267
Previous 43,358
0.21%
Holding current value
$3.01 Million
Previous $2.78 Billion
7.48%
% of portfolio
0.66%
Previous 0.68%
Shares
4 transactions
Others Institutions Holding EPS
# of Institutions
165Shares Held
14.1MCall Options Held
0Put Options Held
0-
Fiduciary Trust CO Boston, MA2.12MShares$147 Million1.72% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.35MShares$93.7 Million0.03% of portfolio
-
Private Wealth Strategies, L.L.C.1.27MShares$88.4 Million14.73% of portfolio
-
Morgan Stanley New York, NY913KShares$63.5 Million0.0% of portfolio
-
Lido Advisors, LLC Los Angeles, CA832KShares$57.9 Million0.18% of portfolio