Secured Retirement Advisors, LLC Wisdomtree U.S. Largecap Fund Transaction History
Secured Retirement Advisors, LLC
- $175 Billion
- Q4 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 5,269 shares of EPS stock, worth $336,583. This represents 0.18% of its overall portfolio holdings.
Number of Shares
5,269
Previous 5,892
10.57%
Holding current value
$336,583
Previous $354 Million
8.88%
% of portfolio
0.18%
Previous 0.25%
Shares
4 transactions
Others Institutions Holding EPS
# of Institutions
146Shares Held
14MCall Options Held
0Put Options Held
0-
Fiduciary Trust CO Boston, MA2.26MShares$144 Million1.88% of portfolio
-
Private Wealth Strategies, L.L.C.1.27MShares$81.1 Million14.73% of portfolio
-
Lido Advisors, LLC Los Angeles, CA1.24MShares$79.5 Million0.35% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.08MShares$69.1 Million0.03% of portfolio
-
Private Advisor Group, LLC1.03MShares$66.1 Million0.36% of portfolio