Team Financial Group, LLC EPS Holdings History
Team Financial Group, LLC's WisdomTree U.S. LargeCap Fund Holding Summary
As of 2025-03-31, Team Financial Group, LLC held 426,437.00 shares of WisdomTree U.S. LargeCap Fund(EPS), totaling $25.28 Mil. This investment constitutes 14.59% of their stock portfolio, and Team Financial Group, LLC now holds 2.42% of the outstanding WisdomTree U.S. LargeCap Fund(EPS) stock.
The initial trade took place in 2023Q3. And since then Team Financial Group, LLC has made 4 purchases of EPS, at an average price of $47.88, for a total of 438,633.00 shares. In addition, there have been 2 sales at an average price of $57.72 for 12,196.00 shares. Based on historical transaction data and EPS's current price of $64.86, Team Financial Group, LLC's estimated gain on his EPS holdings is $7.36 Mil, reflecting a 35.05% gain to date.
Team Financial Group, LLC EPS ($64.86) Holding Chart
Team Financial Group, LLC EPS ($64.86) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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