Safeguard Investment Advisory Group’s WisdomTree US LargeCap Fund EPS Stock Holding History

Safeguard Investment Advisory Group’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
2021 Q1	–	Sell	-742	Closed	-$29K	–	258
2020 Q4	$29K	Buy	+742	New	+$28.1K	0.03%	260

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BFG

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DLIC

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Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RVPG

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Safeguard Investment Advisory Group's EPS Position: Q1 2021 in Review

Safeguard Investment Advisory Group sold out of WisdomTree US LargeCap Fund (EPS) in Q1 2021, closing a stake of 742 shares — an estimated $29K sold.

Safeguard Investment Advisory Group first reported a position in EPS in Q4 2020 and held it in 1 quarter. The position peaked at $29K in Q4 2020. 72 funds tracked by Wall St. Rank hold EPS as of Q1 2021.

Safeguard Investment Advisory Group reported no remaining WisdomTree US LargeCap Fund position as of Q1 2021 after selling out during the quarter.
Safeguard Investment Advisory Group sold 742 WisdomTree US LargeCap Fund shares in Q1 2021, an estimated $29K.
Safeguard Investment Advisory Group first reported a position in WisdomTree US LargeCap Fund in Q4 2020 and held it in 1 quarter.
Safeguard Investment Advisory Group's WisdomTree US LargeCap Fund position peaked at $29K in Q4 2020.
72 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q1 2021.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2021, filed 10 May 2021.