Umb Bank, N.A. Wisdomtree U.S. Largecap Fund Transaction History

Umb Bank, N.A.

$6.21 Billion
Q1 2024

A detailed history of Umb Bank, N.A. transactions in Wisdomtree U.S. Largecap Fund stock. As of the latest transaction made, Umb Bank, N.A. holds 3,517 shares of EPS stock, worth $203,106. This represents 0.0% of its overall portfolio holdings.

Number of Shares

3,517

Previous 3,517 -0.0%

Holding current value

$203,106

Previous $176,000 10.23%

% of portfolio

0.0%

Previous 0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Oct 13, 2022	BUY	N/A	3,517 New	3,517 $135,000

Others Institutions Holding EPS

# of Institutions

114

Shares Held

9.63M

Call Options Held

Put Options Held

Private Wealth Strategies, L.L.C.

1.25M
Shares

$72.4 Million
14.55% of portfolio
Private Advisor Group, LLC

982K
Shares

$56.7 Million
0.39% of portfolio
Lpl Financial LLC Fort Mill, SC

968K
Shares

$55.9 Million
0.03% of portfolio
Morgan Stanley New York, NY

901K
Shares

$52 Million
0.0% of portfolio
Fiduciary Trust CO Boston, MA

833K
Shares

$48.1 Million
0.73% of portfolio

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About WISDOMTREE U.S. LARGECAP FUND

Ticker EPS
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