AWA
EPS icon

Authentikos Wealth Advisory’s WisdomTree US LargeCap Fund EPS Stock Holding History

Authentikos Wealth Advisory’s Portfolio EPS Stock Details EPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-264
Closed -$12.1K – 206
2023
Q3 		$12.1K Buy
+264
New +$12.5K 0.01% 224

Other funds holding EPS

PWS
Private Wealth Strategies New Albany, Ohio $498M AUM 17.23% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GWAG
Garrett Wealth Advisory Group Weatherford, Texas $651M AUM 23.69% 1-Year Est. Return
TFG
Team Financial Group Temecula, California $236M AUM 13.9% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM

Authentikos Wealth Advisory's EPS Position: Q4 2023 in Review

Authentikos Wealth Advisory sold out of WisdomTree US LargeCap Fund (EPS) in Q4 2023, closing a stake of 264 shares — an estimated $12.1K sold.

Authentikos Wealth Advisory first reported a position in EPS in Q3 2023 and held it in 1 quarter. The position peaked at $12.1K in Q3 2023. 110 funds tracked by Wall St. Rank hold EPS as of Q4 2023.

  • Authentikos Wealth Advisory reported no remaining WisdomTree US LargeCap Fund position as of Q4 2023 after selling out during the quarter.
  • Authentikos Wealth Advisory sold 264 WisdomTree US LargeCap Fund shares in Q4 2023, an estimated $12.1K.
  • Authentikos Wealth Advisory first reported a position in WisdomTree US LargeCap Fund in Q3 2023 and held it in 1 quarter.
  • Authentikos Wealth Advisory's WisdomTree US LargeCap Fund position peaked at $12.1K in Q3 2023.
  • 110 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q4 2023.

Based on Authentikos Wealth Advisory's 13F filing for Q4 2023, filed 30 Jan 2024.