Maia Wealth LLC Wisdomtree U.S. Largecap Fund Transaction History
Maia Wealth LLC
- $594 Billion
- Q3 2025
A detailed history of Maia Wealth LLC transactions in Wisdomtree U.S. Largecap Fund stock. As of the latest transaction made, Maia Wealth LLC holds 50,266 shares of EPS stock, worth $3.5 Million. This represents 0.6% of its overall portfolio holdings.
Number of Shares
50,266
Previous 41,934
19.87%
Holding current value
$3.5 Million
Previous $2.68 Billion
31.84%
% of portfolio
0.6%
Previous 0.51%
Shares
4 transactions
Others Institutions Holding EPS
# of Institutions
166Shares Held
14.1MCall Options Held
0Put Options Held
0-
Fiduciary Trust CO Boston, MA2.12MShares$147 Million1.72% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.35MShares$93.7 Million0.03% of portfolio
-
Private Wealth Strategies, L.L.C.1.27MShares$88.4 Million14.73% of portfolio
-
Morgan Stanley New York, NY913KShares$63.5 Million0.0% of portfolio
-
Lido Advisors, LLC Los Angeles, CA832KShares$57.9 Million0.18% of portfolio