Ifs Advisors, LLC Wisdomtree U.S. Largecap Fund Transaction History
Ifs Advisors, LLC
- $132 Million
- Q2 2025
A detailed history of Ifs Advisors, LLC transactions in Wisdomtree U.S. Largecap Fund stock. As of the latest transaction made, Ifs Advisors, LLC holds 4,873 shares of EPS stock, worth $320,302. This represents 0.24% of its overall portfolio holdings.
Number of Shares
4,873
Previous 5,063
3.75%
Holding current value
$320,302
Previous $298,000
4.36%
% of portfolio
0.24%
Previous 0.24%
Shares
3 transactions
Others Institutions Holding EPS
# of Institutions
159Shares Held
14.3MCall Options Held
0Put Options Held
0-
Fiduciary Trust CO Boston, MA2.41MShares$159 Million1.94% of portfolio
-
Private Wealth Strategies, L.L.C.1.27MShares$83.5 Million14.73% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.13MShares$74.4 Million0.03% of portfolio
-
Private Advisor Group, LLC1.07MShares$70.7 Million0.4% of portfolio
-
Morgan Stanley New York, NY986KShares$64.8 Million0.0% of portfolio