Marietta Wealth Management, LLC Wisdomtree U.S. Largecap Fund Transaction History
Marietta Wealth Management, LLC
- $622 Million
- Q2 2024
A detailed history of Marietta Wealth Management, LLC transactions in Wisdomtree U.S. Largecap Fund stock. As of the latest transaction made, Marietta Wealth Management, LLC holds 88,849 shares of EPS stock, worth $5.3 Million. This represents 0.81% of its overall portfolio holdings.
Number of Shares
88,849
Previous 88,499
0.4%
Holding current value
$5.3 Million
Previous $4.9 Million
3.08%
% of portfolio
0.81%
Previous 0.83%
Shares
29 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