Howard Wealth Management, LLC Wisdomtree U.S. Midcap Fund Transaction History
Howard Wealth Management, LLC
- $123 Million
- Q1 2024
A detailed history of Howard Wealth Management, LLC transactions in Wisdomtree U.S. Midcap Fund stock. As of the latest transaction made, Howard Wealth Management, LLC holds 3,970 shares of EZM stock, worth $239,152. This represents 0.2% of its overall portfolio holdings.
Number of Shares
3,970
Previous 3,970
-0.0%
Holding current value
$239,152
Previous $227,000
6.61%
% of portfolio
0.2%
Previous 0.19%
Shares
10 transactions
Others Institutions Holding EZM
# of Institutions
155Shares Held
7.88MCall Options Held
0Put Options Held
0-
Ubs Group Ag1.09MShares$65.9 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC598KShares$36 Million0.0% of portfolio
-
Truist Financial Corp523KShares$31.5 Million0.05% of portfolio
-
Davenport & CO LLC472KShares$28.4 Million0.18% of portfolio
-
Morgan Stanley New York, NY454KShares$27.3 Million0.0% of portfolio