Kovitz Investment Group Partners, LLC Wisdomtree U.S. Largecap Fund Transaction History
Kovitz Investment Group Partners, LLC
- $18.2 Billion
- Q1 2025
A detailed history of Kovitz Investment Group Partners, LLC transactions in Wisdomtree U.S. Largecap Fund stock. As of the latest transaction made, Kovitz Investment Group Partners, LLC holds 139,444 shares of EPS stock, worth $8.54 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
139,444
Previous 139,444
-0.0%
Holding current value
$8.54 Million
Previous $8.27 Million
-0.0%
% of portfolio
0.05%
Previous 0.05%
Shares
3 transactions
Others Institutions Holding EPS
# of Institutions
157Shares Held
14.2MCall Options Held
0Put Options Held
0-
Fiduciary Trust CO Boston, MA2.41MShares$148 Million1.94% of portfolio
-
Private Wealth Strategies, L.L.C.1.27MShares$77.8 Million14.73% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.13MShares$69.3 Million0.03% of portfolio
-
Private Advisor Group, LLC1.07MShares$65.8 Million0.4% of portfolio
-
Morgan Stanley New York, NY986KShares$60.4 Million0.0% of portfolio