Kovitz Investment Group Partners, LLC Wisdomtree U.S. Largecap Fund Transaction History
Kovitz Investment Group Partners, LLC
- $23.6 Billion
- Q3 2025
A detailed history of Kovitz Investment Group Partners, LLC transactions in Wisdomtree U.S. Largecap Fund stock. As of the latest transaction made, Kovitz Investment Group Partners, LLC holds 139,506 shares of EPS stock, worth $9.71 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
139,506
Previous 139,475
0.02%
Holding current value
$9.71 Million
Previous $8.93 Million
7.73%
% of portfolio
0.04%
Previous 0.04%
Shares
6 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