Blue Chip Wealth Advisors LLC Wisdomtree U.S. Midcap Fund Transaction History
Blue Chip Wealth Advisors LLC
- $191 Billion
- Q3 2024
A detailed history of Blue Chip Wealth Advisors LLC transactions in Wisdomtree U.S. Midcap Fund stock. As of the latest transaction made, Blue Chip Wealth Advisors LLC holds 4,387 shares of EZM stock, worth $275,547. This represents 0.14% of its overall portfolio holdings.
Number of Shares
4,387
Previous 4,747
7.58%
Holding current value
$275,547
Previous $274 Million
0.31%
% of portfolio
0.14%
Previous 0.16%
Shares
3 transactions
Others Institutions Holding EZM
# of Institutions
154Shares Held
7.41MCall Options Held
0Put Options Held
0-
Ubs Group Ag898KShares$56.4 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC605KShares$38 Million0.0% of portfolio
-
Davenport & CO LLC516KShares$32.4 Million0.19% of portfolio
-
Truist Financial Corp478KShares$30 Million0.05% of portfolio
-
Morgan Stanley New York, NY476KShares$29.9 Million0.0% of portfolio