Berger Financial Group, Inc Wisdomtree U.S. Largecap Fund Transaction History
Berger Financial Group, Inc
- $1.08 Billion
- Q2 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 $490,720. This represents 0.04% of its overall portfolio holdings.
Number of Shares
8,161
Previous 8,161
-0.0%
Holding current value
$490,720
Previous $452,000
2.65%
% of portfolio
0.04%
Previous 0.04%
Shares
3 transactions
Others Institutions Holding EPS
# of Institutions
115Shares Held
10.4MCall Options Held
0Put Options Held
0-
Fiduciary Trust CO Boston, MA1.7MShares$102 Million1.49% of portfolio
-
Private Wealth Strategies, L.L.C.1.27MShares$76.4 Million14.73% of portfolio
-
Private Advisor Group, LLC1.03MShares$62.2 Million0.4% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.03MShares$61.7 Million0.03% of portfolio
-
Morgan Stanley New York, NY966KShares$58.1 Million0.0% of portfolio