Bar Harbor Wealth Management Wisdomtree U.S. Largecap Fund Transaction History
Bar Harbor Wealth Management
- $1.55 Billion
- Q3 2024
A detailed history of Bar Harbor Wealth Management transactions in Wisdomtree U.S. Largecap Fund stock. As of the latest transaction made, Bar Harbor Wealth Management holds 6,986 shares of EPS stock, worth $424,120. This represents 0.03% of its overall portfolio holdings.
Number of Shares
6,986
Previous 7,486
6.68%
Holding current value
$424,120
Previous $425,000
1.41%
% of portfolio
0.03%
Previous 0.03%
Shares
21 transactions
Others Institutions Holding EPS
# of Institutions
115Shares Held
10.4MCall Options Held
0Put Options Held
0-
Fiduciary Trust CO Boston, MA1.7MShares$103 Million1.49% of portfolio
-
Private Wealth Strategies, L.L.C.1.27MShares$77.1 Million14.73% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.03MShares$62.3 Million0.03% of portfolio
-
Private Advisor Group, LLC1.02MShares$61.7 Million0.39% of portfolio
-
Morgan Stanley New York, NY966KShares$58.6 Million0.0% of portfolio