Creative Financial Designs Inc Wisdomtree U.S. Largecap Fund Transaction History
Creative Financial Designs Inc
- $1.29 Billion
- Q2 2025
A detailed history of Creative Financial Designs Inc transactions in Wisdomtree U.S. Largecap Fund stock. As of the latest transaction made, Creative Financial Designs Inc holds 994 shares of EPS stock, worth $67,015. This represents 0.0% of its overall portfolio holdings.
Number of Shares
994
Previous 1,175
15.4%
Holding current value
$67,015
Previous $69,000
8.7%
% of portfolio
0.0%
Previous 0.01%
Shares
19 transactions
Others Institutions Holding EPS
# of Institutions
159Shares Held
13.8MCall Options Held
0Put Options Held
0-
Fiduciary Trust CO Boston, MA2.25MShares$152 Million1.83% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.28MShares$86.2 Million0.03% of portfolio
-
Private Wealth Strategies, L.L.C.1.27MShares$85.6 Million14.73% of portfolio
-
Private Advisor Group, LLC1.06MShares$71.3 Million0.39% of portfolio
-
Morgan Stanley New York, NY934KShares$63 Million0.0% of portfolio