Pinnacle Private Wealth, LLC Wisdomtree U.S. Midcap Fund Transaction History
Pinnacle Private Wealth, LLC
- $256 Million
- Q2 2022
A detailed history of Pinnacle Private Wealth, LLC transactions in Wisdomtree U.S. Midcap Fund stock. As of the latest transaction made, Pinnacle Private Wealth, LLC holds 9,674 shares of EZM stock, worth $595,337. This represents 0.17% of its overall portfolio holdings.
Number of Shares
9,674
Previous 11,549
16.24%
Holding current value
$595,337
Previous $631,000
29.48%
% of portfolio
0.17%
Previous 0.2%
Shares
3 transactions
Others Institutions Holding EZM
# of Institutions
155Shares Held
7.42MCall Options Held
0Put Options Held
0-
Ubs Group Ag902KShares$55.5 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC598KShares$36.8 Million0.0% of portfolio
-
Truist Financial Corp498KShares$30.7 Million0.04% of portfolio
-
Davenport & CO LLC492KShares$30.3 Million0.18% of portfolio
-
Morgan Stanley New York, NY459KShares$28.2 Million0.0% of portfolio