One Charles Private Wealth Services, LLC Wisdomtree U.S. Midcap Fund Transaction History
One Charles Private Wealth Services, LLC
- $282 Million
- Q4 2024
Shares
2 transactions
Others Institutions Holding EZM
# of Institutions
163Shares Held
8.57MCall Options Held
0Put Options Held
0-
Ubs Group Ag807KShares$44.7 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC804KShares$44.5 Million0.02% of portfolio
-
Davenport & CO LLC549KShares$30.4 Million0.21% of portfolio
-
Morgan Stanley New York, NY502KShares$27.8 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC492KShares$27.2 Million0.0% of portfolio