Capital Group Private Client Services, Inc. Wisdomtree U.S. Largecap Fund Transaction History

Capital Group Private Client Services, Inc.

  • $10.2 Billion
  • Q4 2024

A detailed history of Capital Group Private Client Services, Inc. transactions in Wisdomtree U.S. Largecap Fund stock. As of the latest transaction made, Capital Group Private Client Services, Inc. holds 6,374 shares of EPS stock, worth $401,115. This represents 0.0% of its overall portfolio holdings.

Number of Shares
6,374
Previous 6,371 0.05%
Holding current value
$401,115
Previous $382,000 1.83%
% of portfolio
0.0%
Previous 0.0%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
BUY
$59.58 - $63.93 $178 - $191
3 Added 0.05%
6,374 $389,000
Q3 2024

Nov 13, 2024
BUY
$54.33 - $60.04 $869 - $960
16 Added 0.25%
6,371 $382,000
Q2 2024

Aug 13, 2024
BUY
$52.92 - $56.98 $1,693 - $1,823
32 Added 0.51%
6,355 $361,000
Q1 2024

May 14, 2024
SELL
$49.46 - $55.4 $593 - $664
-12 Reduced 0.19%
6,323 $350,000
Q4 2023

Feb 13, 2024
SELL
$43.69 - $50.33 $567 - $654
-13 Reduced 0.2%
6,335 $317,000
Q3 2023

Nov 13, 2023
SELL
$45.54 - $48.62 $500 - $534
-11 Reduced 0.17%
6,348 $290,000
Q2 2023

Aug 11, 2023
BUY
$43.03 - $46.8 $172 - $187
4 Added 0.06%
6,359 $297,000
Q1 2023

May 15, 2023
BUY
$41.41 - $45.19 $703 - $768
17 Added 0.27%
6,355 $277,000
Q4 2022

Feb 14, 2023
BUY
$38.5 - $44.12 $1,347 - $1,544
35 Added 0.56%
6,338 $263,000
Q3 2022

Nov 14, 2022
BUY
$38.39 - $46.02 $1,151 - $1,380
30 Added 0.48%
6,303 $242,000
Q2 2022

Aug 15, 2022
SELL
$39.74 - $48.71 $556 - $681
-14 Reduced 0.22%
6,273 $256,000
Q1 2022

May 16, 2022
BUY
$44.93 - $50.92 $943 - $1,069
21 Added 0.34%
6,287 $304,000
Q4 2021

Feb 14, 2022
BUY
$45.99 - $50.68 $288,173 - $317,560
6,266 New
6,266 $316,000

Others Institutions Holding EPS

# of Institutions
147
Shares Held
14.1M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE U.S. LARGECAP FUND

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