Spire Wealth Management Wisdomtree U.S. Largecap Fund Transaction History
Spire Wealth Management
- $3.02 Billion
- Q1 2025
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 $6,196. This represents 0.0% of its overall portfolio holdings.
Number of Shares
100
Previous 100
-0.0%
Holding current value
$6,196
Previous $6,000
16.67%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding EPS
# of Institutions
157Shares Held
14.2MCall Options Held
0Put Options Held
0-
Fiduciary Trust CO Boston, MA2.41MShares$150 Million1.94% of portfolio
-
Private Wealth Strategies, L.L.C.1.27MShares$78.7 Million14.73% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.13MShares$70.1 Million0.03% of portfolio
-
Private Advisor Group, LLC1.07MShares$66.6 Million0.4% of portfolio
-
Morgan Stanley New York, NY986KShares$61.1 Million0.0% of portfolio