Pensionmark Financial Group, LLC Wisdomtree U.S. Midcap Fund Transaction History
Pensionmark Financial Group, LLC
- $3.09 Billion
- Q3 2024
A detailed history of Pensionmark Financial Group, LLC transactions in Wisdomtree U.S. Midcap Fund stock. As of the latest transaction made, Pensionmark Financial Group, LLC holds 87,703 shares of EZM stock, worth $5.67 Million. This represents 0.18% of its overall portfolio holdings.
Number of Shares
87,703
Previous 87,703
-0.0%
Holding current value
$5.67 Million
Previous $5.47 Million
-0.0%
% of portfolio
0.18%
Previous 0.03%
Shares
1 transactions
Others Institutions Holding EZM
# of Institutions
160Shares Held
7.8MCall Options Held
0Put Options Held
0-
Ubs Group Ag898KShares$58 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC605KShares$39.1 Million0.0% of portfolio
-
Davenport & CO LLC549KShares$35.5 Million0.21% of portfolio
-
Morgan Stanley New York, NY476KShares$30.7 Million0.0% of portfolio
-
Truist Financial Corp449KShares$29 Million0.04% of portfolio