Patriot Financial Group Insurance Agency, LLC Wisdomtree U.S. Largecap Fund Transaction History
Patriot Financial Group Insurance Agency, LLC
- $621 Million
- Q1 2024
A detailed history of Patriot Financial Group Insurance Agency, LLC transactions in Wisdomtree U.S. Largecap Fund stock. As of the latest transaction made, Patriot Financial Group Insurance Agency, LLC holds 26,385 shares of EPS stock, worth $1.52 Million. This represents 0.24% of its overall portfolio holdings.
Number of Shares
26,385
Previous 28,553
7.59%
Holding current value
$1.52 Million
Previous $1.43 Million
2.1%
% of portfolio
0.24%
Previous 0.27%
Shares
23 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