Melone Private Wealth, LLC Wisdomtree U.S. Largecap Fund Transaction History
Melone Private Wealth, LLC
- $233 Million
- Q4 2025
A detailed history of Melone Private Wealth, LLC transactions in Wisdomtree U.S. Largecap Fund stock. As of the latest transaction made, Melone Private Wealth, LLC holds 8,757 shares of EPS stock, worth $609,399. This represents 0.26% of its overall portfolio holdings.
Number of Shares
8,757
Previous 8,902
1.63%
Holding current value
$609,399
Previous $613,000
0.65%
% of portfolio
0.26%
Previous 0.28%
Shares
15 transactions
Others Institutions Holding EPS
# of Institutions
165Shares 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