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 $691,200. This represents 0.34% of its overall portfolio holdings.
Number of Shares
10,000
Previous 10,000
-0.0%
Holding current value
$691,200
Previous $593 Million
7.98%
% of portfolio
0.34%
Previous 0.37%
Shares
1 transactions
Others Institutions Holding EPS
# of Institutions
159Shares Held
13.9MCall Options Held
0Put Options Held
0-
Fiduciary Trust CO Boston, MA2.25MShares$156 Million1.83% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.28MShares$88.4 Million0.03% of portfolio
-
Private Wealth Strategies, L.L.C.1.27MShares$87.8 Million14.73% of portfolio
-
Private Advisor Group, LLC1.06MShares$73.1 Million0.39% of portfolio
-
Morgan Stanley New York, NY934KShares$64.6 Million0.0% of portfolio