Founders Financial Alliance, LLC Wisdomtree U.S. Largecap Fund Transaction History
Founders Financial Alliance, LLC
- $419 Million
- Q2 2025
A detailed history of Founders Financial Alliance, LLC transactions in Wisdomtree U.S. Largecap Fund stock. As of the latest transaction made, Founders Financial Alliance, LLC holds 3,543 shares of EPS stock, worth $238,869. This represents 0.05% of its overall portfolio holdings.
Number of Shares
3,543
Previous 2,959
19.74%
Holding current value
$238,869
Previous $175,000
29.14%
% of portfolio
0.05%
Previous 0.04%
Shares
3 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