Creative Financial Designs Inc Wisdomtree U.S. Largecap Fund Transaction History
Creative Financial Designs Inc
- $1.21 Billion
- Q1 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 1,175 shares of EPS stock, worth $68,244. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,175
Previous 1,801
34.76%
Holding current value
$68,244
Previous $110,000
37.27%
% of portfolio
0.01%
Previous 0.01%
Shares
18 transactions
Others Institutions Holding EPS
# of Institutions
151Shares Held
14.1MCall Options Held
0Put Options Held
0-
Fiduciary Trust CO Boston, MA2.26MShares$131 Million1.88% of portfolio
-
Private Wealth Strategies, L.L.C.1.27MShares$73.8 Million14.73% of portfolio
-
Lido Advisors, LLC Los Angeles, CA1.24MShares$72.3 Million0.35% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.08MShares$62.8 Million0.03% of portfolio
-
Private Advisor Group, LLC1.03MShares$60.1 Million0.36% of portfolio