Principle Wealth Partners LLC Wisdomtree U.S. Midcap Fund Transaction History
Principle Wealth Partners LLC
- $1.25 Billion
- Q2 2024
A detailed history of Principle Wealth Partners LLC transactions in Wisdomtree U.S. Midcap Fund stock. As of the latest transaction made, Principle Wealth Partners LLC holds 3,500 shares of EZM stock, worth $215,390. This represents 0.02% of its overall portfolio holdings.
Number of Shares
3,500
Previous 3,500
-0.0%
Holding current value
$215,390
Previous $213,000
5.16%
% of portfolio
0.02%
Previous 0.02%
Shares
1 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