Invst, LLC Wisdomtree U.S. Largecap Fund Transaction History

Invst, LLC

$927 Million
Q2 2024

A detailed history of Invst, LLC transactions in Wisdomtree U.S. Largecap Fund stock. As of the latest transaction made, Invst, LLC holds 6,834 shares of EPS stock, worth $422,067. This represents 0.04% of its overall portfolio holdings.

Number of Shares

6,834

Holding current value

$422,067

% of portfolio

0.04%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 16, 2024	BUY	$52.92 - $56.98 $361,655 - $389,401	6,834 New	6,834 $388,000

Others Institutions Holding EPS

# of Institutions

124

Shares Held

11.5M

Call Options Held

Put Options Held

Fiduciary Trust CO Boston, MA

2.13M
Shares

$132 Million
1.84% of portfolio
Private Wealth Strategies, L.L.C.

1.27M
Shares

$78.5 Million
14.73% of portfolio
Lpl Financial LLC Fort Mill, SC

1.07M
Shares

$66.3 Million
0.03% of portfolio
Private Advisor Group, LLC

1.02M
Shares

$62.8 Million
0.39% of portfolio
Morgan Stanley New York, NY

992K
Shares

$61.2 Million
0.0% of portfolio

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About WISDOMTREE U.S. LARGECAP FUND

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