Team Financial Group, LLC Wisdomtree U.S. Largecap Fund Transaction History
Team Financial Group, LLC
- $203 Billion
- Q2 2025
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 451,840 shares of EPS stock, worth $29.7 Million. This represents 14.22% of its overall portfolio holdings.
Number of Shares
451,840
Previous 426,437
5.96%
Holding current value
$29.7 Million
Previous $25.3 Billion
14.41%
% of portfolio
14.22%
Previous 14.59%
Shares
8 transactions
Others Institutions Holding EPS
# of Institutions
158Shares Held
13.8MCall Options Held
0Put Options Held
0-
Fiduciary Trust CO Boston, MA2.25MShares$148 Million1.83% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.28MShares$84.2 Million0.03% of portfolio
-
Private Wealth Strategies, L.L.C.1.27MShares$83.6 Million14.73% of portfolio
-
Private Advisor Group, LLC1.06MShares$69.7 Million0.39% of portfolio
-
Morgan Stanley New York, NY934KShares$61.5 Million0.0% of portfolio