Bar Harbor Wealth Management Wisdomtree U.S. Largecap Fund Transaction History
Bar Harbor Wealth Management
- $1.48 Billion
- Q1 2025
A detailed history of Bar Harbor Wealth Management transactions in Wisdomtree U.S. Largecap Fund stock. As of the latest transaction made, Bar Harbor Wealth Management holds 5,721 shares of EPS stock, worth $336,795. This represents 0.02% of its overall portfolio holdings.
Number of Shares
5,721
Previous 6,430
11.03%
Holding current value
$336,795
Previous $393,000
14.5%
% of portfolio
0.02%
Previous 0.03%
Shares
23 transactions
Others Institutions Holding EPS
# of Institutions
147Shares Held
14MCall Options Held
0Put Options Held
0-
Fiduciary Trust CO Boston, MA2.26MShares$133 Million1.88% of portfolio
-
Private Wealth Strategies, L.L.C.1.27MShares$74.8 Million14.73% of portfolio
-
Lido Advisors, LLC Los Angeles, CA1.24MShares$73.3 Million0.35% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.08MShares$63.6 Million0.03% of portfolio
-
Private Advisor Group, LLC1.03MShares$60.9 Million0.36% of portfolio