Epic Trust Investment Advisors, LLC Wisdomtree U.S. Smallcap Fund Transaction History
Epic Trust Investment Advisors, LLC
- $84.7 Million
- Q2 2024
Shares
2 transactions
Others Institutions Holding EES
# of Institutions
161Shares Held
8.11MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC849KShares$39.3 Million0.0% of portfolio
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Morgan Stanley New York, NY776KShares$35.9 Million0.0% of portfolio
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Ubs Group Ag729KShares$33.7 Million0.01% of portfolio
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Essential Planning, Llc. Portsmouth, NH537KShares$24.8 Million0.19% of portfolio
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Ameriprise Financial Inc Minneapolis, MN499KShares$23.1 Million0.01% of portfolio