Lbj Family Wealth Advisors, Ltd. Wisdomtree U.S. Midcap Fund Transaction History
Lbj Family Wealth Advisors, Ltd.
- $157 Million
- Q1 2025
A detailed history of Lbj Family Wealth Advisors, Ltd. transactions in Wisdomtree U.S. Midcap Fund stock. As of the latest transaction made, Lbj Family Wealth Advisors, Ltd. holds 10,761 shares of EZM stock, worth $638,234. This represents 0.41% of its overall portfolio holdings.
Number of Shares
10,761
Previous 10,736
0.23%
Holding current value
$638,234
Previous $671,000
4.47%
% of portfolio
0.41%
Previous 0.4%
Shares
25 transactions
Others Institutions Holding EZM
# of Institutions
159Shares Held
8.4MCall Options Held
0Put Options Held
0-
Ubs Group Ag807KShares$47.8 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC804KShares$47.7 Million0.02% of portfolio
-
Davenport & CO LLC549KShares$32.6 Million0.21% of portfolio
-
Morgan Stanley New York, NY502KShares$29.8 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC492KShares$29.2 Million0.0% of portfolio