Assured Partners Investment Advisors, LLC Wisdomtree U.S. Largecap Fund Transaction History
Assured Partners Investment Advisors, LLC
- $409 Billion
- Q2 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 43,358 shares of EPS stock, worth $2.84 Million. This represents 0.68% of its overall portfolio holdings.
Number of Shares
43,358
Previous 44,247
2.01%
Holding current value
$2.84 Million
Previous $2.62 Billion
5.81%
% of portfolio
0.68%
Previous 0.51%
Shares
3 transactions
Others Institutions Holding EPS
# of Institutions
157Shares Held
13.9MCall Options Held
0Put Options Held
0-
Fiduciary Trust CO Boston, MA2.41MShares$158 Million1.94% of portfolio
-
Private Wealth Strategies, L.L.C.1.27MShares$83.1 Million14.73% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.13MShares$74 Million0.03% of portfolio
-
Private Advisor Group, LLC1.07MShares$70.3 Million0.4% of portfolio
-
Morgan Stanley New York, NY986KShares$64.5 Million0.0% of portfolio