Paul Damon & Associates, Inc. Wisdomtree U.S. Largecap Fund Transaction History
Paul Damon & Associates, Inc.
- $191 Billion
- Q2 2025
A detailed history of Paul Damon & Associates, Inc. transactions in Wisdomtree U.S. Largecap Fund stock. As of the latest transaction made, Paul Damon & Associates, Inc. holds 10,000 shares of EPS stock, worth $653,100. This represents 0.34% of its overall portfolio holdings.
Number of Shares
10,000
Previous 10,000
-0.0%
Holding current value
$653,100
Previous $593 Million
7.98%
% of portfolio
0.34%
Previous 0.37%
Shares
1 transactions
Others Institutions Holding EPS
# of Institutions
158Shares Held
13.9MCall Options Held
0Put Options Held
0-
Fiduciary Trust CO Boston, MA2.41MShares$158 Million1.94% of portfolio
-
Private Wealth Strategies, L.L.C.1.27MShares$83 Million14.73% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.13MShares$73.9 Million0.03% of portfolio
-
Private Advisor Group, LLC1.07MShares$70.2 Million0.4% of portfolio
-
Morgan Stanley New York, NY986KShares$64.4 Million0.0% of portfolio