Team Financial Group, LLC Wisdomtree Tr Wisdomtree U.S. Transaction History
Team Financial Group, LLC
- $149 Billion
- Q1 2024
A detailed history of Team Financial Group, LLC transactions in Wisdomtree Tr Wisdomtree U.S. stock. As of the latest transaction made, Team Financial Group, LLC holds 91,053 shares of WTV stock, worth $6.58 Million. This represents 4.63% of its overall portfolio holdings.
Number of Shares
91,053
Previous 89,062
2.24%
Holding current value
$6.58 Million
Previous $6.1 Billion
12.79%
% of portfolio
4.63%
Previous 4.38%
Shares
3 transactions
Others Institutions Holding WTV
# of Institutions
72Shares Held
2.23MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC399KShares$28.8 Million0.02% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL240KShares$17.4 Million0.03% of portfolio
-
Legacy Financial Advisors, Inc.189KShares$13.7 Million2.85% of portfolio
-
Private Wealth Strategies, L.L.C.183KShares$13.2 Million2.89% of portfolio
-
Envestnet Asset Management Inc115KShares$8.35 Million0.0% of portfolio