Garrett Wealth Advisory Group, LLC EPS Holdings History
Garrett Wealth Advisory Group, LLC's WisdomTree U.S. LargeCap Fund Holding Summary
As of 2025-03-31, Garrett Wealth Advisory Group, LLC held 778,583.00 shares of WisdomTree U.S. LargeCap Fund(EPS), totaling $46.15 Mil. This investment constitutes 10.32% of their stock portfolio, and Garrett Wealth Advisory Group, LLC now holds 4.46% of the outstanding WisdomTree U.S. LargeCap Fund(EPS) stock.
The initial trade took place in 2022Q3. And since then Garrett Wealth Advisory Group, LLC has made 10 purchases of EPS, at an average price of $46.44, for a total of 792,480.00 shares. In addition, there have been 1 sales at an average price of $47.21 for 13,897.00 shares. Based on historical transaction data and EPS's current price of $64.33, Garrett Wealth Advisory Group, LLC's estimated gain on his EPS holdings is $13.94 Mil, reflecting a 37.87% gain to date.
Garrett Wealth Advisory Group, LLC EPS ($64.33) Holding Chart
Garrett Wealth Advisory Group, LLC EPS ($64.33) 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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