Moller Financial Services Wisdomtree U.S. Largecap Fund Transaction History
Moller Financial Services
- $400 Million
- Q3 2024
A detailed history of Moller Financial Services transactions in Wisdomtree U.S. Largecap Fund stock. As of the latest transaction made, Moller Financial Services holds 3,730 shares of EPS stock, worth $233,423. This represents 0.06% of its overall portfolio holdings.
Number of Shares
3,730
Previous 3,730
-0.0%
Holding current value
$233,423
Previous $212,000
5.19%
% of portfolio
0.06%
Previous 0.06%
Shares
4 transactions
Others Institutions Holding EPS
# of Institutions
123Shares Held
11.5MCall Options Held
0Put Options Held
0-
Fiduciary Trust CO Boston, MA2.13MShares$134 Million1.84% of portfolio
-
Private Wealth Strategies, L.L.C.1.27MShares$79.5 Million14.73% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.07MShares$67.1 Million0.03% of portfolio
-
Private Advisor Group, LLC1.02MShares$63.6 Million0.39% of portfolio
-
Morgan Stanley New York, NY992KShares$62.1 Million0.0% of portfolio