Paul Damon & Associates, Inc. Wisdomtree U.S. Largecap Fund Transaction History
Paul Damon & Associates, Inc.
- $155 Billion
- Q3 2024
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 $636,300. This represents 0.39% of its overall portfolio holdings.
Number of Shares
10,000
Previous 10,000
-0.0%
Holding current value
$636,300
Previous $569 Million
5.56%
% of portfolio
0.39%
Previous 0.39%
Shares
1 transactions
Others Institutions Holding EPS
# of Institutions
125Shares Held
11.4MCall Options Held
0Put Options Held
0-
Fiduciary Trust CO Boston, MA2.13MShares$136 Million1.84% of portfolio
-
Private Wealth Strategies, L.L.C.1.27MShares$80.8 Million14.73% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.07MShares$68.3 Million0.03% of portfolio
-
Private Advisor Group, LLC1.02MShares$64.7 Million0.39% of portfolio
-
Morgan Stanley New York, NY992KShares$63.1 Million0.0% of portfolio