Spire Wealth Management Wisdomtree U.S. Largecap Fund Transaction History

Spire Wealth Management

$2.95 Billion
Q3 2024

A detailed history of Spire Wealth Management transactions in Wisdomtree U.S. Largecap Fund stock. As of the latest transaction made, Spire Wealth Management holds 100 shares of EPS stock, worth $6,339. This represents 0.0% of its overall portfolio holdings.

Number of Shares

100

Holding current value

$6,339

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 15, 2024	BUY	$54.33 - $60.04 $5,433 - $6,004	100 New	100 $6,000

Others Institutions Holding EPS

# of Institutions

124

Shares Held

11.4M

Call Options Held

Put Options Held

Fiduciary Trust CO Boston, MA

2.13M
Shares

$135 Million
1.84% of portfolio
Private Wealth Strategies, L.L.C.

1.27M
Shares

$80.5 Million
14.73% of portfolio
Lpl Financial LLC Fort Mill, SC

1.07M
Shares

$68 Million
0.03% of portfolio
Private Advisor Group, LLC

1.02M
Shares

$64.4 Million
0.39% of portfolio
Morgan Stanley New York, NY

992K
Shares

$62.9 Million
0.0% of portfolio

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About WISDOMTREE U.S. LARGECAP FUND

Ticker EPS
Sector ETFs
Industry ETFs

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Spire Wealth Management Wisdomtree U.S. Largecap Fund Transaction History