Sound Income Strategies, LLC Wisdomtree U.S. Largecap Fund Transaction History
Sound Income Strategies, LLC
- $1.2 Billion
- Q1 2024
A detailed history of Sound Income Strategies, LLC transactions in Wisdomtree U.S. Largecap Fund stock. As of the latest transaction made, Sound Income Strategies, LLC holds 536 shares of EPS stock, worth $30,954. This represents 0.0% of its overall portfolio holdings.
Number of Shares
536
Previous 536
-0.0%
Holding current value
$30,954
Previous $26,000
11.54%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding EPS
# of Institutions
114Shares Held
9.63MCall Options Held
0Put Options Held
0-
Private Wealth Strategies, L.L.C.1.25MShares$72.4 Million14.55% of portfolio
-
Private Advisor Group, LLC982KShares$56.7 Million0.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC968KShares$55.9 Million0.03% of portfolio
-
Morgan Stanley New York, NY901KShares$52 Million0.0% of portfolio
-
Fiduciary Trust CO Boston, MA833KShares$48.1 Million0.73% of portfolio