Axxcess Wealth Management, LLC Wisdomtree U.S. Largecap Fund Transaction History

Axxcess Wealth Management, LLC

  • $4.58 Billion
  • Q3 2025

A detailed history of Axxcess Wealth Management, LLC transactions in Wisdomtree U.S. Largecap Fund stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 3,490 shares of EPS stock, worth $242,869. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,490
Previous 3,561 1.99%
Holding current value
$242,869
Previous $227,000 5.73%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 07, 2025
SELL
$64.14 - $69.37 $4,553 - $4,925
-71 Reduced 1.99%
3,490 $240,000
Q2 2025

Jul 28, 2025
BUY
$52.66 - $64.01 $2,580 - $3,136
49 Added 1.4%
3,561 $227,000
Q1 2025

Apr 30, 2025
BUY
$58.38 - $64.16 $205,030 - $225,329
3,512 New
3,512 $208,000

Others Institutions Holding EPS

# of Institutions
165
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
  • Ticker EPS
  • Sector ETFs
  • Industry ETFs
More about EPS
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