Creative Financial Designs Inc Wisdomtree U.S. Largecap Fund Transaction History
Creative Financial Designs Inc
- $1.38 Billion
- Q3 2025
A detailed history of Creative Financial Designs Inc transactions in Wisdomtree U.S. Largecap Fund stock. As of the latest transaction made, Creative Financial Designs Inc holds 994 shares of EPS stock, worth $69,172. This represents 0.0% of its overall portfolio holdings.
Number of Shares
994
Previous 994
-0.0%
Holding current value
$69,172
Previous $63,000
7.94%
% of portfolio
0.0%
Previous 0.0%
Shares
19 transactions
Others Institutions Holding EPS
# of Institutions
166Shares Held
14.1MCall Options Held
0Put Options Held
0-
Fiduciary Trust CO Boston, MA2.12MShares$147 Million1.72% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.35MShares$93.7 Million0.03% of portfolio
-
Private Wealth Strategies, L.L.C.1.27MShares$88.4 Million14.73% of portfolio
-
Morgan Stanley New York, NY913KShares$63.5 Million0.0% of portfolio
-
Lido Advisors, LLC Los Angeles, CA832KShares$57.9 Million0.18% of portfolio