Strategic Financial Concepts, LLC Wisdomtree U.S. Midcap Fund Transaction History
Strategic Financial Concepts, LLC
- $549 Billion
- Q4 2024
A detailed history of Strategic Financial Concepts, LLC transactions in Wisdomtree U.S. Midcap Fund stock. As of the latest transaction made, Strategic Financial Concepts, LLC holds 193,969 shares of EZM stock, worth $12.6 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
193,969Holding current value
$12.6 Million% of portfolio
0.04%Shares
1 transactions
Others Institutions Holding EZM
# of Institutions
154Shares Held
7.66MCall Options Held
0Put Options Held
0-
Ubs Group Ag898KShares$58.2 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC605KShares$39.2 Million0.0% of portfolio
-
Davenport & CO LLC549KShares$35.6 Million0.21% of portfolio
-
Truist Financial Corp478KShares$31 Million0.05% of portfolio
-
Morgan Stanley New York, NY476KShares$30.8 Million0.0% of portfolio