Exencial Wealth Advisors, LLC Wisdomtree U.S. Midcap Fund Transaction History
Exencial Wealth Advisors, LLC
- $2.66 Billion
- Q4 2024
A detailed history of Exencial Wealth Advisors, LLC transactions in Wisdomtree U.S. Midcap Fund stock. As of the latest transaction made, Exencial Wealth Advisors, LLC holds 4,575 shares of EZM stock, worth $293,898. This represents 0.01% of its overall portfolio holdings.
Number of Shares
4,575
Previous 4,575
-0.0%
Holding current value
$293,898
Previous $285,000
-0.0%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding EZM
# of Institutions
159Shares Held
8.4MCall Options Held
0Put Options Held
0-
Ubs Group Ag807KShares$51.8 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC804KShares$51.7 Million0.02% of portfolio
-
Davenport & CO LLC549KShares$35.3 Million0.21% of portfolio
-
Morgan Stanley New York, NY502KShares$32.2 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC492KShares$31.6 Million0.0% of portfolio