Peterson Wealth Advisors, LLC Wisdomtree U.S. Largecap Fund Transaction History
Peterson Wealth Advisors, LLC
- $566 Million
- Q3 2025
A detailed history of Peterson Wealth Advisors, LLC transactions in Wisdomtree U.S. Largecap Fund stock. As of the latest transaction made, Peterson Wealth Advisors, LLC holds 2,900 shares of EPS stock, worth $195,518. This represents 0.04% of its overall portfolio holdings.
Number of Shares
2,900Holding current value
$195,518% of portfolio
0.04%Shares
1 transactions
Others Institutions Holding EPS
# of Institutions
159Shares Held
13.8MCall Options Held
0Put Options Held
0-
Fiduciary Trust CO Boston, MA2.25MShares$152 Million1.83% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.28MShares$86.2 Million0.03% of portfolio
-
Private Wealth Strategies, L.L.C.1.27MShares$85.6 Million14.73% of portfolio
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Private Advisor Group, LLC1.06MShares$71.3 Million0.39% of portfolio
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Morgan Stanley New York, NY934KShares$63 Million0.0% of portfolio