Assured Partners Investment Advisors, LLC Wisdomtree U.S. Largecap Fund Transaction History
Assured Partners Investment Advisors, LLC
- $518 Billion
- Q1 2025
A detailed history of Assured Partners Investment Advisors, LLC transactions in Wisdomtree U.S. Largecap Fund stock. As of the latest transaction made, Assured Partners Investment Advisors, LLC holds 44,247 shares of EPS stock, worth $2.57 Million. This represents 0.51% of its overall portfolio holdings.
Number of Shares
44,247
Previous 44,460
0.48%
Holding current value
$2.57 Million
Previous $2.72 Billion
3.57%
% of portfolio
0.51%
Previous 0.53%
Shares
2 transactions
Others Institutions Holding EPS
# of Institutions
152Shares Held
13.9MCall Options Held
0Put Options Held
0-
Fiduciary Trust CO Boston, MA2.26MShares$131 Million1.88% of portfolio
-
Private Wealth Strategies, L.L.C.1.27MShares$73.8 Million14.73% of portfolio
-
Lido Advisors, LLC Los Angeles, CA1.24MShares$72.3 Million0.35% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.13MShares$65.7 Million0.03% of portfolio
-
Private Advisor Group, LLC1.07MShares$62.4 Million0.4% of portfolio