Creative Planning Wisdomtree U.S. Largecap Fund Transaction History
Creative Planning
- $93.6 Billion
- Q2 2024
A detailed history of Creative Planning transactions in Wisdomtree U.S. Largecap Fund stock. As of the latest transaction made, Creative Planning holds 94,133 shares of EPS stock, worth $5.61 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
94,133
Previous 94,182
0.05%
Holding current value
$5.61 Million
Previous $5.22 Million
2.63%
% of portfolio
0.01%
Previous 0.01%
Shares
25 transactions
Others Institutions Holding EPS
# of Institutions
114Shares Held
10.4MCall Options Held
0Put Options Held
0-
Fiduciary Trust CO Boston, MA1.7MShares$102 Million1.49% of portfolio
-
Private Wealth Strategies, L.L.C.1.27MShares$75.7 Million14.73% of portfolio
-
Private Advisor Group, LLC1.03MShares$61.7 Million0.4% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.03MShares$61.2 Million0.03% of portfolio
-
Morgan Stanley New York, NY966KShares$57.6 Million0.0% of portfolio