Paul Damon & Associates, Inc. Wisdomtree U.S. Largecap Fund Transaction History
Paul Damon & Associates, Inc.
- $162 Billion
- Q1 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 $580,800. This represents 0.37% of its overall portfolio holdings.
Number of Shares
10,000
Previous 10,000
-0.0%
Holding current value
$580,800
Previous $612 Million
3.11%
% of portfolio
0.37%
Previous 0.37%
Shares
1 transactions
Others Institutions Holding EPS
# of Institutions
151Shares Held
14.1MCall Options Held
0Put Options Held
0-
Fiduciary Trust CO Boston, MA2.26MShares$131 Million1.88% of portfolio
-
Private Wealth Strategies, L.L.C.1.27MShares$73.8 Million14.73% of portfolio
-
Lido Advisors, LLC Los Angeles, CA1.24MShares$72.3 Million0.35% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.08MShares$62.8 Million0.03% of portfolio
-
Private Advisor Group, LLC1.07MShares$62.4 Million0.4% of portfolio