Secured Retirement Advisors, LLC Wisdomtree U.S. Largecap Fund Transaction History

Secured Retirement Advisors, LLC

  • $168 Billion
  • Q2 2025

A detailed history of Secured Retirement Advisors, LLC transactions in Wisdomtree U.S. Largecap Fund stock. As of the latest transaction made, Secured Retirement Advisors, LLC holds 3,759 shares of EPS stock, worth $247,492. This represents 0.14% of its overall portfolio holdings.

Number of Shares
3,759
Previous 4,989 24.65%
Holding current value
$247,492
Previous $296 Million 18.64%
% of portfolio
0.14%
Previous 0.19%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 23, 2025
SELL
$52.66 - $64.01 $64,771 - $78,732
-1,230 Reduced 24.65%
3,759 $241 Million
Q1 2025

May 01, 2025
SELL
$58.38 - $64.16 $16,346 - $17,964
-280 Reduced 5.31%
4,989 $296 Million
Q4 2024

Jan 30, 2025
SELL
$59.58 - $63.93 $37,118 - $39,828
-623 Reduced 10.57%
5,269 $322 Million
Q3 2024

Oct 29, 2024
SELL
$54.33 - $60.04 $25,154 - $27,798
-463 Reduced 7.29%
5,892 $354 Million
Q2 2024

Aug 09, 2024
SELL
$52.92 - $56.98 $13,282 - $14,301
-251 Reduced 3.8%
6,355 $361 Million
Q4 2023

Feb 16, 2024
BUY
$43.69 - $50.33 $288,616 - $332,479
6,606 New
6,606 $331 Million

Others Institutions Holding EPS

# of Institutions
158
Shares Held
14M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE U.S. LARGECAP FUND

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