Allworth Financial LP Wisdomtree U.S. Largecap Fund Transaction History
Allworth Financial LP
- $16.1 Billion
- Q3 2024
A detailed history of Allworth Financial LP transactions in Wisdomtree U.S. Largecap Fund stock. As of the latest transaction made, Allworth Financial LP holds 385 shares of EPS stock, worth $24,435. This represents 0.0% of its overall portfolio holdings.
Number of Shares
385
Previous 385
-0.0%
Holding current value
$24,435
Previous $21,000
9.52%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding EPS
# of Institutions
123Shares Held
11.5MCall Options Held
0Put Options Held
0-
Fiduciary Trust CO Boston, MA2.13MShares$135 Million1.84% of portfolio
-
Private Wealth Strategies, L.L.C.1.27MShares$80.6 Million14.73% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.07MShares$68.1 Million0.03% of portfolio
-
Private Advisor Group, LLC1.02MShares$64.5 Million0.39% of portfolio
-
Morgan Stanley New York, NY992KShares$62.9 Million0.0% of portfolio