Western Wealth Management, LLC Wisdomtree U.S. Largecap Fund Transaction History
Western Wealth Management, LLC
- $321 Million
- Q4 2024
A detailed history of Western Wealth Management, LLC transactions in Wisdomtree U.S. Largecap Fund stock. As of the latest transaction made, Western Wealth Management, LLC holds 65,357 shares of EPS stock, worth $4.18 Million. This represents 1.24% of its overall portfolio holdings.
Number of Shares
65,357
Previous 70,105
6.77%
Holding current value
$4.18 Million
Previous $4.21 Million
5.01%
% of portfolio
1.24%
Previous 0.24%
Shares
2 transactions
Others Institutions Holding EPS
# of Institutions
147Shares Held
14.1MCall Options Held
0Put Options Held
0-
Fiduciary Trust CO Boston, MA2.26MShares$144 Million1.88% of portfolio
-
Private Wealth Strategies, L.L.C.1.27MShares$81.1 Million14.73% of portfolio
-
Lido Advisors, LLC Los Angeles, CA1.24MShares$79.5 Million0.35% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.08MShares$69.1 Million0.03% of portfolio
-
Private Advisor Group, LLC1.03MShares$66.1 Million0.36% of portfolio