Cornerstone Wealth Management, LLC Wisdomtree U.S. Largecap Fund Transaction History
Cornerstone Wealth Management, LLC
- $1.39 Billion
- Q3 2024
A detailed history of Cornerstone Wealth Management, LLC transactions in Wisdomtree U.S. Largecap Fund stock. As of the latest transaction made, Cornerstone Wealth Management, LLC holds 8,644 shares of EPS stock, worth $543,188. This represents 0.04% of its overall portfolio holdings.
Number of Shares
8,644
Previous 8,632
0.14%
Holding current value
$543,188
Previous $490,000
5.71%
% of portfolio
0.04%
Previous 0.04%
Shares
5 transactions
Others Institutions Holding EPS
# of Institutions
123Shares Held
11.5MCall Options Held
0Put Options Held
0-
Fiduciary Trust CO Boston, MA2.13MShares$134 Million1.84% of portfolio
-
Private Wealth Strategies, L.L.C.1.27MShares$79.8 Million14.73% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.07MShares$67.4 Million0.03% of portfolio
-
Private Advisor Group, LLC1.02MShares$63.9 Million0.39% of portfolio
-
Morgan Stanley New York, NY992KShares$62.3 Million0.0% of portfolio