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

Ci Private Wealth, LLC

  • $65.6 Billion
  • Q4 2024

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 $237,199. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,697
Previous 4,500 17.84%
Holding current value
$237,199
Previous $270,000 16.3%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
147
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
Track This Portfolio

Track Ci Private Wealth, LLC Portfolio

Follow Ci Private Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ci Private Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ci Private Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email