Team Financial Group, LLC Wisdomtree U.S. Largecap Fund Transaction History
Team Financial Group, LLC
- $156 Billion
- Q2 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 421,078 shares of EPS stock, worth $25.1 Million. This represents 15.39% of its overall portfolio holdings.
Number of Shares
421,078
Previous 404,983
3.97%
Holding current value
$25.1 Million
Previous $22.4 Billion
6.75%
% of portfolio
15.39%
Previous 15.1%
Shares
4 transactions
Others Institutions Holding EPS
# of Institutions
114Shares 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$75.7 Million14.73% of portfolio
-
Private Advisor Group, LLC1.03MShares$61.7 Million0.4% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.03MShares$61.2 Million0.03% of portfolio
-
Morgan Stanley New York, NY966KShares$57.6 Million0.0% of portfolio