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 $5.51 Million. This represents 0.18% of its overall portfolio holdings.
Number of Shares
87,703
Previous 87,703
-0.0%
Holding current value
$5.51 Million
Previous $5.47 Million
-0.0%
% of portfolio
0.18%
Previous 0.03%
Shares
1 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