Walkner Condon Financial Advisors LLC Wisdomtree U.S. Largecap Fund Transaction History
Walkner Condon Financial Advisors LLC
- $466 Million
- Q1 2024
A detailed history of Walkner Condon Financial Advisors LLC transactions in Wisdomtree U.S. Largecap Fund stock. As of the latest transaction made, Walkner Condon Financial Advisors LLC holds 6,452 shares of EPS stock, worth $372,473. This represents 0.08% of its overall portfolio holdings.
Number of Shares
6,452
Previous 6,817
5.35%
Holding current value
$372,473
Previous $341,000
4.69%
% of portfolio
0.08%
Previous 0.08%
Shares
12 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