Lpl Financial LLC Wisdomtree U.S. Largecap Fund Transaction History
Lpl Financial LLC
- $320 Billion
- Q3 2025
A detailed history of Lpl Financial LLC transactions in Wisdomtree U.S. Largecap Fund stock. As of the latest transaction made, Lpl Financial LLC holds 1,347,028 shares of EPS stock, worth $93.7 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
1,347,028
Previous 1,278,743
5.34%
Holding current value
$93.7 Million
Previous $81.9 Million
13.45%
% of portfolio
0.03%
Previous 0.03%
Shares
34 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
-
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
-
Garrett Wealth Advisory Group, LLC807KShares$56.1 Million11.41% of portfolio