Cornerstone Wealth Management, LLC Wisdomtree U.S. Largecap Fund Transaction History
Cornerstone Wealth Management, LLC
- $1.21 Billion
- Q1 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 8,618 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
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