Orgel Wealth Management, LLC Wisdomtree U.S. Midcap Fund Transaction History
Orgel Wealth Management, LLC
- $3.69 Billion
- Q4 2024
Shares
15 transactions
Others Institutions Holding EZM
# of Institutions
159Shares Held
8.4MCall Options Held
0Put Options Held
0-
Ubs Group Ag807KShares$48.2 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC804KShares$48.1 Million0.02% of portfolio
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Davenport & CO LLC549KShares$32.8 Million0.21% of portfolio
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Morgan Stanley New York, NY502KShares$30 Million0.0% of portfolio
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Bank Of America Corp Charlotte, NC492KShares$29.4 Million0.0% of portfolio