Arkadios Wealth Advisors Wisdomtree U.S. Largecap Fund Transaction History
Arkadios Wealth Advisors
- $3.16 Billion
- Q2 2025
A detailed history of Arkadios Wealth Advisors transactions in Wisdomtree U.S. Largecap Fund stock. As of the latest transaction made, Arkadios Wealth Advisors holds 13,678 shares of EPS stock, worth $922,170. This represents 0.03% of its overall portfolio holdings.
Number of Shares
13,678
Previous 13,408
2.01%
Holding current value
$922,170
Previous $794,000
10.2%
% of portfolio
0.03%
Previous 0.03%
Shares
14 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