Sargent Investment Group, LLC Wisdomtree U.S. Midcap Fund Transaction History
Sargent Investment Group, LLC
- $449 Million
- Q1 2024
A detailed history of Sargent Investment Group, LLC transactions in Wisdomtree U.S. Midcap Fund stock. As of the latest transaction made, Sargent Investment Group, LLC holds 5,705 shares of EZM stock, worth $327,238. This represents 0.08% of its overall portfolio holdings.
Number of Shares
5,705
Previous 5,860
2.65%
Holding current value
$327,238
Previous $336,000
3.57%
% of portfolio
0.08%
Previous 0.07%
Shares
13 transactions
Others Institutions Holding EZM
# of Institutions
158Shares Held
7.89MCall Options Held
0Put Options Held
0-
Ubs Group Ag1.09MShares$62.8 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC598KShares$34.3 Million0.0% of portfolio
-
Truist Financial Corp523KShares$30 Million0.05% of portfolio
-
Davenport & CO LLC472KShares$27.1 Million0.18% of portfolio
-
Morgan Stanley New York, NY454KShares$26 Million0.0% of portfolio