Atlantic Edge Private Wealth Management, LLC Wisdomtree U.S. Midcap Fund Transaction History
Atlantic Edge Private Wealth Management, LLC
- $329 Billion
- Q3 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 $2,823. This represents 0.0% of its overall portfolio holdings.
Number of Shares
45
Previous 45
-0.0%
Holding current value
$2,823
Previous $2.6 Million
7.88%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding EZM
# of Institutions
154Shares Held
7.41MCall Options Held
0Put Options Held
0-
Ubs Group Ag898KShares$56.4 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC605KShares$37.9 Million0.0% of portfolio
-
Davenport & CO LLC516KShares$32.4 Million0.19% of portfolio
-
Truist Financial Corp478KShares$30 Million0.05% of portfolio
-
Morgan Stanley New York, NY476KShares$29.8 Million0.0% of portfolio