Horizons Wealth Management Wisdomtree U.S. Midcap Fund Transaction History
Horizons Wealth Management
- $131 Million
- Q4 2024
A detailed history of Horizons Wealth Management transactions in Wisdomtree U.S. Midcap Fund stock. As of the latest transaction made, Horizons Wealth Management holds 1,233 shares of EZM stock, worth $77,284. This represents 0.06% of its overall portfolio holdings.
Number of Shares
1,233
Previous 1,233
-0.0%
Holding current value
$77,284
Previous $76,000
1.32%
% of portfolio
0.06%
Previous 0.06%
Shares
2 transactions
Others Institutions Holding EZM
# of Institutions
159Shares Held
8.4MCall Options Held
0Put Options Held
0-
Ubs Group Ag807KShares$50.6 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC804KShares$50.4 Million0.02% of portfolio
-
Davenport & CO LLC549KShares$34.4 Million0.21% of portfolio
-
Morgan Stanley New York, NY502KShares$31.5 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC492KShares$30.8 Million0.0% of portfolio