Regent Peak Wealth Advisors LLC Wisdomtree U.S. Midcap Fund Transaction History
Regent Peak Wealth Advisors LLC
- $393 Million
- Q1 2024
Shares
2 transactions
Others Institutions Holding EZM
# of Institutions
156Shares Held
7.89MCall Options Held
0Put Options Held
0-
Ubs Group Ag1.09MShares$65.3 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC598KShares$35.7 Million0.0% of portfolio
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Truist Financial Corp523KShares$31.2 Million0.05% of portfolio
-
Davenport & CO LLC472KShares$28.2 Million0.18% of portfolio
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Morgan Stanley New York, NY454KShares$27.1 Million0.0% of portfolio