Bar Harbor Wealth Management Wisdomtree U.S. Largecap Fund Transaction History
Bar Harbor Wealth Management
- $1.47 Billion
- Q1 2024
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 7,486 shares of EPS stock, worth $432,166. This represents 0.03% of its overall portfolio holdings.
Number of Shares
7,486
Previous 7,686
2.6%
Holding current value
$432,166
Previous $385,000
7.53%
% of portfolio
0.03%
Previous 0.03%
Shares
20 transactions
Others Institutions Holding EPS
# of Institutions
114Shares Held
9.63MCall Options Held
0Put Options Held
0-
Private Wealth Strategies, L.L.C.1.25MShares$72.4 Million14.55% of portfolio
-
Private Advisor Group, LLC982KShares$56.7 Million0.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC968KShares$55.9 Million0.03% of portfolio
-
Morgan Stanley New York, NY901KShares$52 Million0.0% of portfolio
-
Fiduciary Trust CO Boston, MA833KShares$48.1 Million0.73% of portfolio