Ruedi Wealth Management, Inc. Wisdomtree U.S. Midcap Fund Transaction History
Ruedi Wealth Management, Inc.
- $291 Billion
- Q3 2024
A detailed history of Ruedi Wealth Management, Inc. transactions in Wisdomtree U.S. Midcap Fund stock. As of the latest transaction made, Ruedi Wealth Management, Inc. holds 159 shares of EZM stock, worth $10,374. This represents 0.0% of its overall portfolio holdings.
Number of Shares
159
Previous 159
-0.0%
Holding current value
$10,374
Previous $9.19 Million
7.87%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding EZM
# of Institutions
153Shares Held
7.35MCall Options Held
0Put Options Held
0-
Ubs Group Ag902KShares$58.9 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC598KShares$39 Million0.0% of portfolio
-
Davenport & CO LLC516KShares$33.7 Million0.19% of portfolio
-
Truist Financial Corp498KShares$32.5 Million0.04% of portfolio
-
Morgan Stanley New York, NY459KShares$29.9 Million0.0% of portfolio