Vista Investment Management Wisdomtree U.S. Largecap Fund Transaction History
Vista Investment Management
- $252 Million
- Q3 2024
A detailed history of Vista Investment Management transactions in Wisdomtree U.S. Largecap Fund stock. As of the latest transaction made, Vista Investment Management holds 81,471 shares of EPS stock, worth $5.12 Million. This represents 1.94% of its overall portfolio holdings.
Number of Shares
81,471
Previous 80,718
0.93%
Holding current value
$5.12 Million
Previous $4.59 Million
6.53%
% of portfolio
1.94%
Previous 1.94%
Shares
11 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$79.8 Million14.73% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.07MShares$67.4 Million0.03% of portfolio
-
Private Advisor Group, LLC1.02MShares$63.9 Million0.39% of portfolio
-
Morgan Stanley New York, NY992KShares$62.3 Million0.0% of portfolio