Team Financial Group, LLC Wisdomtree U.S. Largecap Fund Transaction History
Team Financial Group, LLC
- $168 Billion
- Q3 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 428,499 shares of EPS stock, worth $27.1 Million. This represents 15.3% of its overall portfolio holdings.
Number of Shares
428,499
Previous 421,078
1.76%
Holding current value
$27.1 Million
Previous $24 Billion
7.42%
% of portfolio
15.3%
Previous 15.39%
Shares
5 transactions
Others Institutions Holding EPS
# of Institutions
123Shares Held
11.5MCall Options Held
0Put Options Held
0-
Fiduciary Trust CO Boston, MA2.13MShares$135 Million1.84% of portfolio
-
Private Wealth Strategies, L.L.C.1.27MShares$80.4 Million14.73% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.07MShares$67.9 Million0.03% of portfolio
-
Private Advisor Group, LLC1.02MShares$64.3 Million0.39% of portfolio
-
Morgan Stanley New York, NY992KShares$62.8 Million0.0% of portfolio