FLAGSHIP WEALTH ADVISORS, LLC EPS Holdings History
FLAGSHIP WEALTH ADVISORS, LLC's WisdomTree U.S. LargeCap Fund Holding Summary
As of 2025-03-31, FLAGSHIP WEALTH ADVISORS, LLC held 79,626.00 shares of WisdomTree U.S. LargeCap Fund(EPS), totaling $4.72 Mil. This investment constitutes 1.99% of their stock portfolio, and FLAGSHIP WEALTH ADVISORS, LLC now holds 0.46% of the outstanding WisdomTree U.S. LargeCap Fund(EPS) stock.
The initial trade took place in 2025Q1. And since then FLAGSHIP WEALTH ADVISORS, LLC has made 1 purchases of EPS, at an average price of $61.88, for a total of 79,626.00 shares. Based on historical transaction data and EPS's current price of $64.86, FLAGSHIP WEALTH ADVISORS, LLC's estimated gain on his EPS holdings is $237,285.48, reflecting a 4.82% gain to date.
FLAGSHIP WEALTH ADVISORS, LLC EPS ($64.86) Holding Chart
FLAGSHIP WEALTH ADVISORS, LLC EPS ($64.86) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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