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 8,618 shares of EPS stock, worth $497,517. This represents 0.04% of its overall portfolio holdings.

Number of Shares
8,618
Previous 8,605 0.15%
Holding current value
$497,517
Previous $431,000 10.67%
% of portfolio
0.04%
Previous 0.04%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About WISDOMTREE U.S. LARGECAP FUND


  • Ticker EPS
  • Sector ETFs
  • Industry ETFs
More about EPS
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