Berger Financial Group, Inc Wisdomtree U.S. Largecap Fund Transaction History
Berger Financial Group, Inc
- $1.18 Billion
- Q3 2024
A detailed history of Berger Financial Group, Inc transactions in Wisdomtree U.S. Largecap Fund stock. As of the latest transaction made, Berger Financial Group, Inc holds 8,161 shares of EPS stock, worth $512,837. This represents 0.04% of its overall portfolio holdings.
Number of Shares
8,161
Previous 8,161
-0.0%
Holding current value
$512,837
Previous $464,000
5.39%
% of portfolio
0.04%
Previous 0.04%
Shares
3 transactions
Others Institutions Holding EPS
# of Institutions
123Shares Held
11.5MCall Options Held
0Put Options Held
0-
Fiduciary Trust CO Boston, MA2.13MShares$134 Million1.84% of portfolio
-
Private Wealth Strategies, L.L.C.1.27MShares$79.8 Million14.73% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.07MShares$67.4 Million0.03% of portfolio
-
Private Advisor Group, LLC1.02MShares$63.9 Million0.39% of portfolio
-
Morgan Stanley New York, NY992KShares$62.3 Million0.0% of portfolio