Assured Partners Investment Advisors, LLC Wisdomtree U.S. Largecap Fund Transaction History
Assured Partners Investment Advisors, LLC
- $449 Billion
- Q3 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 43,267 shares of EPS stock, worth $2.92 Million. This represents 0.66% of its overall portfolio holdings.
Number of Shares
43,267
Previous 43,358
0.21%
Holding current value
$2.92 Million
Previous $2.78 Billion
7.48%
% of portfolio
0.66%
Previous 0.68%
Shares
4 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