Prio Wealth Limited Partnership Wisdomtree U.S. Largecap Fund Transaction History
Prio Wealth Limited Partnership
- $3.38 Billion
- Q3 2024
A detailed history of Prio Wealth Limited Partnership transactions in Wisdomtree U.S. Largecap Fund stock. As of the latest transaction made, Prio Wealth Limited Partnership holds 3,602 shares of EPS stock, worth $250,663. This represents 0.01% of its overall portfolio holdings.
Number of Shares
3,602
Previous 3,602
-0.0%
Holding current value
$250,663
Previous $204,000
5.88%
% of portfolio
0.01%
Previous 0.01%
Shares
1 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