Melone Private Wealth, LLC Wisdomtree U.S. Largecap Fund Transaction History
Melone Private Wealth, LLC
- $167 Million
- Q1 2024
A detailed history of Melone Private Wealth, LLC transactions in Wisdomtree U.S. Largecap Fund stock. As of the latest transaction made, Melone Private Wealth, LLC holds 9,230 shares of EPS stock, worth $532,847. This represents 0.31% of its overall portfolio holdings.
Number of Shares
9,230
Previous 10,071
8.35%
Holding current value
$532,847
Previous $504,000
1.39%
% of portfolio
0.31%
Previous 0.32%
Shares
8 transactions
Others Institutions Holding EPS
# of Institutions
114Shares Held
9.63MCall Options Held
0Put Options Held
0-
Private Wealth Strategies, L.L.C.1.25MShares$72.4 Million14.55% of portfolio
-
Private Advisor Group, LLC982KShares$56.7 Million0.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC968KShares$55.9 Million0.03% of portfolio
-
Morgan Stanley New York, NY901KShares$52 Million0.0% of portfolio
-
Fiduciary Trust CO Boston, MA833KShares$48.1 Million0.73% of portfolio