Capital Group Private Client Services, Inc. Wisdomtree U.S. Largecap Fund Transaction History

Capital Group Private Client Services, Inc.

$9.45 Billion
Q1 2024

A detailed history of Capital Group Private Client Services, Inc. transactions in Wisdomtree U.S. Largecap Fund stock. As of the latest transaction made, Capital Group Private Client Services, Inc. holds 6,323 shares of EPS stock, worth $365,026. This represents 0.0% of its overall portfolio holdings.

Number of Shares

6,323

Previous 6,335 0.19%

Holding current value

$365,026

Previous $317,000 10.41%

% of portfolio

0.0%

Previous 0.0%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 14, 2024	SELL	$49.46 - $55.4 $593 - $664	-12 Reduced 0.19%	6,323 $350,000
Q4 2023 Feb 13, 2024	SELL	$43.69 - $50.33 $567 - $654	-13 Reduced 0.2%	6,335 $317,000
Q3 2023 Nov 13, 2023	SELL	$45.54 - $48.62 $500 - $534	-11 Reduced 0.17%	6,348 $290,000
Q2 2023 Aug 11, 2023	BUY	$43.03 - $46.8 $172 - $187	4 Added 0.06%	6,359 $297,000
Q1 2023 May 15, 2023	BUY	$41.41 - $45.19 $703 - $768	17 Added 0.27%	6,355 $277,000

Q4 2022 Feb 14, 2023	BUY	$40.69 - $44.12 $1,424 - $1,544	35 Added 0.56%	6,338 $263,000
Q3 2022 Nov 14, 2022	BUY	N/A	30 Added 0.48%	6,303 $242,000
Q2 2022 Aug 15, 2022	SELL	N/A	-14 Reduced 0.22%	6,273 $256,000
Q1 2022 May 16, 2022	BUY	N/A	21 Added 0.34%	6,287 $304,000
Q4 2021 Feb 14, 2022	BUY	N/A	6,266 New	6,266 $316,000

Others Institutions Holding EPS

# of Institutions

114

Shares Held

9.63M

Call Options Held

Put Options Held

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About WISDOMTREE U.S. LARGECAP FUND

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Capital Group Private Client Services, Inc. Wisdomtree U.S. Largecap Fund Transaction History