Ifs Advisors, LLC Wisdomtree U.S. Largecap Fund Transaction History
Ifs Advisors, LLC
- $126 Million
- Q3 2024
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 5,063 shares of EPS stock, worth $318,158. This represents 0.24% of its overall portfolio holdings.
Number of Shares
5,063
Previous 5,063
-0.0%
Holding current value
$318,158
Previous $287,000
5.57%
% of portfolio
0.24%
Previous 0.24%
Shares
2 transactions
Others Institutions Holding EPS
# of Institutions
123Shares Held
11.5MCall Options Held
0Put Options Held
0-
Fiduciary Trust CO Boston, MA2.13MShares$134 Million1.84% of portfolio
-
Private Wealth Strategies, L.L.C.1.27MShares$79.8 Million14.73% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.07MShares$67.4 Million0.03% of portfolio
-
Private Advisor Group, LLC1.02MShares$63.9 Million0.39% of portfolio
-
Morgan Stanley New York, NY992KShares$62.3 Million0.0% of portfolio