Kovitz Investment Group Partners, LLC Wisdomtree U.S. Largecap Fund Transaction History
Kovitz Investment Group Partners, LLC
- $28.6 Billion
- Q4 2024
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 140,075 shares of EPS stock, worth $8.99 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
140,075
Previous 140,075
-0.0%
Holding current value
$8.99 Million
Previous $8.57 Million
-0.0%
% of portfolio
0.03%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding EPS
# of Institutions
147Shares Held
14.1MCall Options Held
0Put Options Held
0-
Fiduciary Trust CO Boston, MA2.26MShares$145 Million1.88% of portfolio
-
Private Wealth Strategies, L.L.C.1.27MShares$81.5 Million14.73% of portfolio
-
Lido Advisors, LLC Los Angeles, CA1.24MShares$79.8 Million0.35% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.08MShares$69.4 Million0.03% of portfolio
-
Private Advisor Group, LLC1.03MShares$66.4 Million0.36% of portfolio