Team Financial Group, LLC Wisdomtree U.S. Largecap Fund Transaction History
Team Financial Group, LLC
- $149 Billion
- Q1 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 404,983 shares of EPS stock, worth $23.2 Million. This represents 15.1% of its overall portfolio holdings.
Number of Shares
404,983
Previous 410,359
1.31%
Holding current value
$23.2 Million
Previous $20.6 Billion
9.1%
% of portfolio
15.1%
Previous 14.76%
Shares
3 transactions
Others Institutions Holding EPS
# of Institutions
114Shares Held
9.63MCall Options Held
0Put Options Held
0-
Private Wealth Strategies, L.L.C.1.25MShares$71.8 Million14.55% of portfolio
-
Private Advisor Group, LLC982KShares$56.3 Million0.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC968KShares$55.5 Million0.03% of portfolio
-
Morgan Stanley New York, NY901KShares$51.6 Million0.0% of portfolio
-
Fiduciary Trust CO Boston, MA833KShares$47.8 Million0.73% of portfolio