Independent Advisor Alliance Wisdomtree U.S. Largecap Fund Transaction History
Independent Advisor Alliance
- $7.25 Billion
- Q4 2024
A detailed history of Independent Advisor Alliance transactions in Wisdomtree U.S. Largecap Fund stock. As of the latest transaction made, Independent Advisor Alliance holds 5,034 shares of EPS stock, worth $317,997. This represents 0.0% of its overall portfolio holdings.
Number of Shares
5,034Holding current value
$317,997% of portfolio
0.0%Shares
3 transactions
Others Institutions Holding EPS
# of Institutions
133Shares Held
11.5MCall Options Held
0Put Options Held
0-
Fiduciary Trust CO Boston, MA2.13MShares$135 Million1.84% of portfolio
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Private Wealth Strategies, L.L.C.1.27MShares$80.2 Million14.73% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.07MShares$67.8 Million0.03% of portfolio
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Private Advisor Group, LLC1.03MShares$65.3 Million0.36% of portfolio
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Morgan Stanley New York, NY992KShares$62.6 Million0.0% of portfolio