Atlantic Edge Private Wealth Management, LLC Wisdomtree U.S. Midcap Fund Transaction History
Atlantic Edge Private Wealth Management, LLC
- $299 Billion
- Q2 2024
A detailed history of Atlantic Edge Private Wealth Management, LLC transactions in Wisdomtree U.S. Midcap Fund stock. As of the latest transaction made, Atlantic Edge Private Wealth Management, LLC holds 45 shares of EZM stock, worth $2,810. This represents 0.0% of its overall portfolio holdings.
Number of Shares
45
Previous 45
-0.0%
Holding current value
$2,810
Previous $2.75 Million
5.28%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding EZM
# of Institutions
157Shares Held
7.35MCall Options Held
0Put Options Held
0-
Ubs Group Ag902KShares$56.3 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC598KShares$37.4 Million0.0% of portfolio
-
Davenport & CO LLC516KShares$32.2 Million0.19% of portfolio
-
Truist Financial Corp498KShares$31.1 Million0.04% of portfolio
-
Morgan Stanley New York, NY459KShares$28.6 Million0.0% of portfolio