Defined Financial Planning LLC Wisdomtree U.S. Largecap Fund Transaction History
Defined Financial Planning LLC
- $93.7 Billion
- Q4 2024
A detailed history of Defined Financial Planning LLC transactions in Wisdomtree U.S. Largecap Fund stock. As of the latest transaction made, Defined Financial Planning LLC holds 17,220 shares of EPS stock, worth $1.1 Million. This represents 1.12% of its overall portfolio holdings.
Number of Shares
17,220Holding current value
$1.1 Million% of portfolio
1.12%Shares
1 transactions
Others Institutions Holding EPS
# of Institutions
146Shares Held
14MCall Options Held
0Put Options Held
0-
Fiduciary Trust CO Boston, MA2.26MShares$144 Million1.88% of portfolio
-
Private Wealth Strategies, L.L.C.1.27MShares$81.1 Million14.73% of portfolio
-
Lido Advisors, LLC Los Angeles, CA1.24MShares$79.5 Million0.35% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.08MShares$69.1 Million0.03% of portfolio
-
Private Advisor Group, LLC1.03MShares$66.1 Million0.36% of portfolio