Team Financial Group, LLC Wisdomtree U.S. Largecap Fund Transaction History
Team Financial Group, LLC
- $173 Billion
- Q1 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 426,437 shares of EPS stock, worth $24.6 Million. This represents 14.59% of its overall portfolio holdings.
Number of Shares
426,437
Previous 433,257
1.57%
Holding current value
$24.6 Million
Previous $26.5 Billion
4.63%
% of portfolio
14.59%
Previous 15.2%
Shares
7 transactions
Others Institutions Holding EPS
# of Institutions
149Shares Held
14MCall Options Held
0Put Options Held
0-
Fiduciary Trust CO Boston, MA2.26MShares$130 Million1.88% of portfolio
-
Private Wealth Strategies, L.L.C.1.27MShares$73.2 Million14.73% of portfolio
-
Lido Advisors, LLC Los Angeles, CA1.24MShares$71.8 Million0.35% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.08MShares$62.3 Million0.03% of portfolio
-
Private Advisor Group, LLC1.03MShares$59.6 Million0.36% of portfolio