Founders Financial Alliance, LLC Wisdomtree U.S. Largecap Fund Transaction History
Founders Financial Alliance, LLC
- $481 Million
- Q3 2025
A detailed history of Founders Financial Alliance, LLC transactions in Wisdomtree U.S. Largecap Fund stock. As of the latest transaction made, Founders Financial Alliance, LLC holds 4,067 shares of EPS stock, worth $283,022. This represents 0.06% of its overall portfolio holdings.
Number of Shares
4,067
Previous 3,543
14.79%
Holding current value
$283,022
Previous $226,000
23.89%
% of portfolio
0.06%
Previous 0.05%
Shares
4 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