Cornerstone Wealth Management, LLC Wisdomtree U.S. Largecap Fund Transaction History

Cornerstone Wealth Management, LLC

  • $1.39 Billion
  • Q3 2024

A detailed history of Cornerstone Wealth Management, LLC transactions in Wisdomtree U.S. Largecap Fund stock. As of the latest transaction made, Cornerstone Wealth Management, LLC holds 8,644 shares of EPS stock, worth $549,326. This represents 0.04% of its overall portfolio holdings.

Number of Shares
8,644
Previous 8,632 0.14%
Holding current value
$549,326
Previous $490,000 5.71%
% of portfolio
0.04%
Previous 0.04%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024
BUY
$54.33 - $60.04 $651 - $720
12 Added 0.14%
8,644 $518,000
Q2 2024

Jul 16, 2024
BUY
$52.92 - $56.98 $740 - $797
14 Added 0.16%
8,632 $490,000
Q1 2024

Apr 19, 2024
BUY
$49.46 - $55.4 $642 - $720
13 Added 0.15%
8,618 $477,000
Q4 2023

Jan 10, 2024
BUY
$43.69 - $50.33 $375,952 - $433,089
8,605 New
8,605 $431,000
Q1 2023

May 15, 2023
BUY
$41.41 - $45.19 $217,361 - $237,202
5,249 New
5,249 $229,000

Others Institutions Holding EPS

# of Institutions
123
Shares Held
11.5M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE U.S. LARGECAP FUND

EPS Quotes by TradingView
  • Ticker EPS
  • Sector ETFs
  • Industry ETFs
More about EPS
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