Team Financial Group, LLC Wisdomtree U.S. Largecap Fund Transaction History

Team Financial Group, LLC

  • $168 Billion
  • Q3 2024

A detailed history of Team Financial Group, LLC transactions in Wisdomtree U.S. Largecap Fund stock. As of the latest transaction made, Team Financial Group, LLC holds 428,499 shares of EPS stock, worth $26.2 Million. This represents 15.3% of its overall portfolio holdings.

Number of Shares
428,499
Previous 421,078 1.76%
Holding current value
$26.2 Million
Previous $24 Billion 7.42%
% of portfolio
15.3%
Previous 15.39%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 23, 2024
BUY
$54.33 - $60.04 $403,182 - $445,556
7,421 Added 1.76%
428,499 $25.7 Billion
Q2 2024

Aug 13, 2024
BUY
$52.92 - $56.98 $851,747 - $917,093
16,095 Added 3.97%
421,078 $24 Billion
Q1 2024

May 10, 2024
SELL
$49.46 - $55.4 $265,896 - $297,830
-5,376 Reduced 1.31%
404,983 $22.4 Billion
Q4 2023

Feb 14, 2024
BUY
$43.69 - $50.33 $599,514 - $690,628
13,722 Added 3.46%
410,359 $20.6 Billion
Q3 2023

Nov 15, 2023
BUY
$45.54 - $48.62 $18.1 Million - $19.3 Million
396,637 New
396,637 $18.1 Billion

Others Institutions Holding EPS

# of Institutions
123
Shares Held
11.5M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE U.S. LARGECAP FUND

EPS Quotes by TradingView
  • Ticker EPS
  • Sector ETFs
  • Industry ETFs
More about EPS
Track This Portfolio

Track Team Financial Group, LLC Portfolio

Follow Team Financial Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Team Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Team Financial Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email