Principle Wealth Partners LLC Wisdomtree U.S. Midcap Fund Transaction History
Principle Wealth Partners LLC
- $1.35 Billion
- Q4 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 $226,415. This represents 0.02% of its overall portfolio holdings.
Number of Shares
3,500
Previous 3,500
-0.0%
Holding current value
$226,415
Previous $218,000
-0.0%
% of portfolio
0.02%
Previous 0.02%
Shares
1 transactions
Others Institutions Holding EZM
# of Institutions
156Shares Held
7.64MCall Options Held
0Put Options Held
0-
Ubs Group Ag898KShares$58.1 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$30.8 Million0.0% of portfolio
-
Truist Financial Corp449KShares$29 Million0.04% of portfolio