Bartlett & Co. Wealth Management LLC Wisdomtree U.S. Largecap Fund Transaction History
Bartlett & Co. Wealth Management LLC
- $7.34 Billion
- Q3 2025
A detailed history of Bartlett & Co. Wealth Management LLC transactions in Wisdomtree U.S. Largecap Fund stock. As of the latest transaction made, Bartlett & Co. Wealth Management LLC holds 939 shares of EPS stock, worth $63,307. This represents 0.0% of its overall portfolio holdings.
Number of Shares
939
Previous 939
-0.0%
Holding current value
$63,307
Previous $60.1 Million
99.89%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding EPS
# of Institutions
159Shares Held
13.8MCall Options Held
0Put Options Held
0-
Fiduciary Trust CO Boston, MA2.25MShares$152 Million1.83% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.28MShares$86.2 Million0.03% of portfolio
-
Private Wealth Strategies, L.L.C.1.27MShares$85.6 Million14.73% of portfolio
-
Private Advisor Group, LLC1.06MShares$71.3 Million0.39% of portfolio
-
Morgan Stanley New York, NY934KShares$63 Million0.0% of portfolio