Ci Private Wealth, LLC Wisdomtree U.S. Largecap Fund Transaction History

Ci Private Wealth, LLC

  • $69.4 Billion
  • Q3 2024

A detailed history of Ci Private Wealth, LLC transactions in Wisdomtree U.S. Largecap Fund stock. As of the latest transaction made, Ci Private Wealth, LLC holds 4,500 shares of EPS stock, worth $282,780. This represents 0.0% of its overall portfolio holdings.

Number of Shares
4,500
Previous 3,829 17.52%
Holding current value
$282,780
Previous $217,000 24.42%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
BUY
$54.33 - $60.04 $36,455 - $40,286
671 Added 17.52%
4,500 $270,000
Q2 2024

Aug 13, 2024
BUY
$52.92 - $56.98 $8,784 - $9,458
166 Added 4.53%
3,829 $217,000
Q1 2024

May 09, 2024
BUY
$49.46 - $55.4 $181,171 - $202,930
3,663 New
3,663 $202,000

Others Institutions Holding EPS

# of Institutions
123
Shares Held
11.5M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE U.S. LARGECAP FUND

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