Ci Private Wealth, LLC Wisdomtree U.S. Largecap Fund Transaction History

Ci Private Wealth, LLC

$63.6 Billion
Q1 2024

A detailed history of Ci Private Wealth, LLC transactions in Wisdomtree U.S. Largecap Fund stock. As of the latest transaction made, Ci Private Wealth, LLC holds 3,663 shares of EPS stock, worth $211,464. This represents 0.0% of its overall portfolio holdings.

Number of Shares

3,663

Holding current value

$211,464

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 09, 2024	BUY	$49.46 - $55.4 $181,171 - $202,930	3,663 New	3,663 $202,000

Others Institutions Holding EPS

# of Institutions

114

Shares Held

9.63M

Call Options Held

Put Options Held

Private Wealth Strategies, L.L.C.

1.25M
Shares

$72.4 Million
14.55% of portfolio
Private Advisor Group, LLC

982K
Shares

$56.7 Million
0.39% of portfolio
Lpl Financial LLC Fort Mill, SC

968K
Shares

$55.9 Million
0.03% of portfolio
Morgan Stanley New York, NY

901K
Shares

$52 Million
0.0% of portfolio
Fiduciary Trust CO Boston, MA

833K
Shares

$48.1 Million
0.73% of portfolio

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About WISDOMTREE U.S. LARGECAP FUND

Ticker EPS
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Ci Private Wealth, LLC Wisdomtree U.S. Largecap Fund Transaction History