Strategic Financial Concepts, LLC Wisdomtree U.S. Largecap Fund Transaction History
Strategic Financial Concepts, LLC
- $688 Billion
- Q3 2025
A detailed history of Strategic Financial Concepts, LLC transactions in Wisdomtree U.S. Largecap Fund stock. As of the latest transaction made, Strategic Financial Concepts, LLC holds 4,930 shares of EPS stock, worth $343,078. This represents 0.05% of its overall portfolio holdings.
Number of Shares
4,930Holding current value
$343,078% of portfolio
0.05%Shares
1 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