Flagship Wealth Advisors, LLC Wisdomtree U.S. Largecap Fund Transaction History
Flagship Wealth Advisors, LLC
- $265 Billion
- Q2 2025
A detailed history of Flagship Wealth Advisors, LLC transactions in Wisdomtree U.S. Largecap Fund stock. As of the latest transaction made, Flagship Wealth Advisors, LLC holds 87,260 shares of EPS stock, worth $5.88 Million. This represents 2.11% of its overall portfolio holdings.
Number of Shares
87,260
Previous 79,626
9.59%
Holding current value
$5.88 Million
Previous $4.72 Billion
18.33%
% of portfolio
2.11%
Previous 1.99%
Shares
2 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