Triad Wealth Partners, LLC Wisdomtree U.S. Largecap Fund Transaction History
Triad Wealth Partners, LLC
- $775 Billion
- Q3 2025
A detailed history of Triad Wealth Partners, LLC transactions in Wisdomtree U.S. Largecap Fund stock. As of the latest transaction made, Triad Wealth Partners, LLC holds 9,667 shares of EPS stock, worth $672,726. This represents 0.09% of its overall portfolio holdings.
Number of Shares
9,667Holding current value
$672,726% of portfolio
0.09%Shares
1 transactions
Others Institutions Holding EPS
# of Institutions
166Shares Held
14.1MCall Options Held
0Put Options Held
0-
Fiduciary Trust CO Boston, MA2.12MShares$147 Million1.72% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.35MShares$93.7 Million0.03% of portfolio
-
Private Wealth Strategies, L.L.C.1.27MShares$88.4 Million14.73% of portfolio
-
Morgan Stanley New York, NY913KShares$63.5 Million0.0% of portfolio
-
Lido Advisors, LLC Los Angeles, CA832KShares$57.9 Million0.18% of portfolio