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 $334,528. This represents 0.18% of its overall portfolio holdings.
Number of Shares
5,269
Previous 5,892
10.57%
Holding current value
$334,528
Previous $354 Million
8.88%
% of portfolio
0.18%
Previous 0.25%
Shares
4 transactions
Others Institutions Holding EPS
# of Institutions
127Shares Held
11.4MCall Options Held
0Put Options Held
0-
Fiduciary Trust CO Boston, MA2.13MShares$136 Million1.84% of portfolio
-
Private Wealth Strategies, L.L.C.1.27MShares$80.7 Million14.73% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.07MShares$68.1 Million0.03% of portfolio
-
Private Advisor Group, LLC1.02MShares$64.5 Million0.39% of portfolio
-
Morgan Stanley New York, NY992KShares$63 Million0.0% of portfolio