Secured Retirement Advisors, LLC Wisdomtree U.S. Largecap Fund Transaction History
Secured Retirement Advisors, LLC
- $128 Billion
- Q2 2024
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 6,355 shares of EPS stock, worth $378,948. This represents 0.28% of its overall portfolio holdings.
Number of Shares
6,355
Previous 6,606
3.8%
Holding current value
$378,948
Previous $366 Million
1.23%
% of portfolio
0.28%
Previous 0.31%
Shares
2 transactions
Others Institutions Holding EPS
# of Institutions
114Shares Held
10.4MCall Options Held
0Put Options Held
0-
Fiduciary Trust CO Boston, MA1.7MShares$102 Million1.49% of portfolio
-
Private Wealth Strategies, L.L.C.1.27MShares$75.7 Million14.73% of portfolio
-
Private Advisor Group, LLC1.03MShares$61.7 Million0.4% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.03MShares$61.2 Million0.03% of portfolio
-
Morgan Stanley New York, NY966KShares$57.6 Million0.0% of portfolio