Simplicity Wealth,Llc Wisdomtree U.S. Largecap Fund Transaction History

Simplicity Wealth,Llc

$1.2 Billion
Q1 2025

A detailed history of Simplicity Wealth,Llc transactions in Wisdomtree U.S. Largecap Fund stock. As of the latest transaction made, Simplicity Wealth,Llc holds 4,204 shares of EPS stock, worth $242,402. This represents 0.02% of its overall portfolio holdings.

Number of Shares

4,204

Holding current value

$242,402

% of portfolio

0.02%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 14, 2025	BUY	$58.38 - $64.16 $245,429 - $269,728	4,204 New	4,204 $247,000

Others Institutions Holding EPS

# of Institutions

149

Shares Held

14M

Call Options Held

Put Options Held

Fiduciary Trust CO Boston, MA

2.26M
Shares

$130 Million
1.88% of portfolio
Private Wealth Strategies, L.L.C.

1.27M
Shares

$73.2 Million
14.73% of portfolio
Lido Advisors, LLC Los Angeles, CA

1.24M
Shares

$71.8 Million
0.35% of portfolio
Lpl Financial LLC Fort Mill, SC

1.08M
Shares

$62.3 Million
0.03% of portfolio
Private Advisor Group, LLC

1.03M
Shares

$59.6 Million
0.36% of portfolio

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About WISDOMTREE U.S. LARGECAP FUND

Ticker EPS
Sector ETFs
Industry ETFs

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Simplicity Wealth,Llc Wisdomtree U.S. Largecap Fund Transaction History