Team Financial Group, LLC Wisdomtree U.S. Largecap Fund Transaction History
Team Financial Group, LLC
- $216 Billion
- Q3 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 451,799 shares of EPS stock, worth $31.4 Million. This represents 14.44% of its overall portfolio holdings.
Number of Shares
451,799
Previous 451,840
0.01%
Holding current value
$31.4 Million
Previous $28.9 Billion
7.69%
% of portfolio
14.44%
Previous 14.22%
Shares
9 transactions
Others Institutions Holding EPS
# of Institutions
166Shares Held
14.1MCall Options Held
0Put Options Held
0-
Fiduciary Trust CO Boston, MA2.12MShares$147 Million1.72% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.35MShares$93.7 Million0.03% of portfolio
-
Private Wealth Strategies, L.L.C.1.27MShares$88.4 Million14.73% of portfolio
-
Morgan Stanley New York, NY913KShares$63.5 Million0.0% of portfolio
-
Lido Advisors, LLC Los Angeles, CA832KShares$57.9 Million0.18% of portfolio