Garrett Investment Advisors LLC Wisdomtree U.S. Largecap Fund Transaction History
Garrett Investment Advisors LLC
- $924 Million
- Q3 2024
A detailed history of Garrett Investment Advisors LLC transactions in Wisdomtree U.S. Largecap Fund stock. As of the latest transaction made, Garrett Investment Advisors LLC holds 6,520 shares of EPS stock, worth $396,611. This represents 0.04% of its overall portfolio holdings.
Number of Shares
6,520
Previous 4,390
48.52%
Holding current value
$396,611
Previous $249,000
57.03%
% of portfolio
0.04%
Previous 0.03%
Shares
15 transactions
Others Institutions Holding EPS
# of Institutions
115Shares Held
10.4MCall Options Held
0Put Options Held
0-
Fiduciary Trust CO Boston, MA1.7MShares$104 Million1.49% of portfolio
-
Private Wealth Strategies, L.L.C.1.27MShares$77.3 Million14.73% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.03MShares$62.4 Million0.03% of portfolio
-
Private Advisor Group, LLC1.02MShares$61.8 Million0.39% of portfolio
-
Morgan Stanley New York, NY966KShares$58.7 Million0.0% of portfolio