Castleview Partners, LLC Wisdomtree U.S. Midcap Fund Transaction History
Castleview Partners, LLC
- $146 Million
- Q1 2024
A detailed history of Castleview Partners, LLC transactions in Wisdomtree U.S. Midcap Fund stock. As of the latest transaction made, Castleview Partners, LLC holds 43 shares of EZM stock, worth $2,454. This represents 0.0% of its overall portfolio holdings.
Number of Shares
43
Previous 43
-0.0%
Holding current value
$2,454
Previous $2,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
6 transactions
Others Institutions Holding EZM
# of Institutions
159Shares Held
7.89MCall Options Held
0Put Options Held
0-
Ubs Group Ag1.09MShares$62.5 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC598KShares$34.1 Million0.0% of portfolio
-
Truist Financial Corp523KShares$29.8 Million0.05% of portfolio
-
Davenport & CO LLC472KShares$26.9 Million0.18% of portfolio
-
Morgan Stanley New York, NY454KShares$25.9 Million0.0% of portfolio