Garrett Wealth Advisory Group, LLC Wisdomtree U.S. Largecap Fund Transaction History
Garrett Wealth Advisory Group, LLC
- $244 Million
- Q1 2024
A detailed history of Garrett Wealth Advisory Group, LLC transactions in Wisdomtree U.S. Largecap Fund stock. As of the latest transaction made, Garrett Wealth Advisory Group, LLC holds 644,061 shares of EPS stock, worth $37.2 Million. This represents 14.61% of its overall portfolio holdings.
Number of Shares
644,061
Previous 570,508
12.89%
Holding current value
$37.2 Million
Previous $28.6 Million
24.79%
% of portfolio
14.61%
Previous 11.91%
Shares
7 transactions
Others Institutions Holding EPS
# of Institutions
114Shares Held
9.63MCall Options Held
0Put Options Held
0-
Private Wealth Strategies, L.L.C.1.25MShares$72.4 Million14.55% of portfolio
-
Private Advisor Group, LLC982KShares$56.7 Million0.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC968KShares$55.9 Million0.03% of portfolio
-
Morgan Stanley New York, NY901KShares$52 Million0.0% of portfolio
-
Fiduciary Trust CO Boston, MA833KShares$48.1 Million0.73% of portfolio