Private Wealth Strategies, L.L.C. Wisdomtree U.S. Largecap Fund Transaction History
Private Wealth Strategies, L.L.C.
- $490 Million
- Q2 2024
A detailed history of Private Wealth Strategies, L.L.C. transactions in Wisdomtree U.S. Largecap Fund stock. As of the latest transaction made, Private Wealth Strategies, L.L.C. holds 1,270,305 shares of EPS stock, worth $77.3 Million. This represents 14.73% of its overall portfolio holdings.
Number of Shares
1,270,305
Previous 1,253,412
1.35%
Holding current value
$77.3 Million
Previous $69.4 Million
4.05%
% of portfolio
14.73%
Previous 14.55%
Shares
19 transactions
Others Institutions Holding EPS
# of Institutions
115Shares Held
10.4MCall Options Held
0Put Options Held
0-
Fiduciary Trust CO Boston, MA1.7MShares$104 Million1.49% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.03MShares$62.4 Million0.03% of portfolio
-
Private Advisor Group, LLC1.02MShares$61.8 Million0.39% of portfolio
-
Morgan Stanley New York, NY966KShares$58.7 Million0.0% of portfolio
-
Garrett Wealth Advisory Group, LLC664KShares$40.4 Million13.86% of portfolio