Institute For Wealth Management, Llc. Wisdomtree U.S. Largecap Fund Transaction History
Institute For Wealth Management, Llc.
- $737 Million
- Q2 2024
A detailed history of Institute For Wealth Management, Llc. transactions in Wisdomtree U.S. Largecap Fund stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 10,578 shares of EPS stock, worth $630,766. This represents 0.08% of its overall portfolio holdings.
Number of Shares
10,578
Previous 10,678
0.94%
Holding current value
$630,766
Previous $591,000
1.69%
% of portfolio
0.08%
Previous 0.08%
Shares
16 transactions
Others Institutions Holding EPS
# of Institutions
114Shares Held
10.4MCall Options Held
0Put Options Held
0-
Fiduciary Trust CO Boston, MA1.7MShares$102 Million1.49% of portfolio
-
Private Wealth Strategies, L.L.C.1.27MShares$75.7 Million14.73% of portfolio
-
Private Advisor Group, LLC1.03MShares$61.7 Million0.4% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.03MShares$61.2 Million0.03% of portfolio
-
Morgan Stanley New York, NY966KShares$57.6 Million0.0% of portfolio