Eisner Amper Wealth Management Corporate Benefits, LLC Wisdomtree Tr Emerging Mkts Hi Transaction History

Eisner Amper Wealth Management Corporate Benefits, LLC

$274 Million
Q4 2023

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 01, 2022	SELL	$37.03 - $44.95 $188,556 - $228,885	-5,092 Closed	0 $0
Q4 2021 Jan 03, 2022	BUY	$41.71 - $45.09 $500 - $541	12 Added 0.24%	5,092 $221,000
Q3 2021 Oct 01, 2021	SELL	$43.34 - $45.98 $1,950 - $2,069	-45 Reduced 0.88%	5,080 $222,000
Q2 2021 Jul 01, 2021	BUY	$43.91 - $47.61 $1,097 - $1,190	25 Added 0.49%	5,125 $234,000
Q1 2021 Apr 01, 2021	SELL	$40.61 - $44.6 $16,528 - $18,152	-407 Reduced 7.39%	5,100 $226,000
Q4 2020 Jan 04, 2021	BUY	$34.72 - $41.61 $191,203 - $229,146	5,507 New	5,507 $227,000
Q3 2020 Oct 01, 2020	SELL	$34.56 - $38.91 $192,084 - $216,261	-5,558 Closed	0 $0
Q2 2020 Jul 01, 2020	BUY	$31.21 - $38.76 $173,465 - $215,428	5,558 New	5,558 $201,000
Q1 2020 Apr 01, 2020	SELL	$29.04 - $46.68 $215,447 - $346,318	-7,419 Closed	0 $0
Q4 2019 Jan 02, 2020	BUY	$40.83 - $45.78 $1,429 - $1,602	35 Added 0.47%	7,419 $340,000
Q3 2019 Oct 01, 2019	SELL	$41.23 - $43.82 $5,978 - $6,353	-145 Reduced 1.93%	7,384 $305,000
Q2 2019 Jul 01, 2019	SELL	N/A	-141 Reduced 1.84%	7,529 $336,000
Q4 2018 Jan 02, 2019	BUY	N/A	7,670 New	7,670 $308,000
Q3 2018 Oct 02, 2018	SELL	N/A	-8,195 Closed	0 $0
Q2 2018 Jul 05, 2018	SELL	N/A	-212 Reduced 2.52%	8,195 $351,000
Q1 2018 Apr 02, 2018	BUY	N/A	8,407 New	8,407 $402,000

Others Institutions Holding DEM

# of Institutions

325

Shares Held

44.5M

Call Options Held

4.9K

Put Options Held

Morgan Stanley New York, NY

7.14M
Shares

$292 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

5.67M
Shares

$232 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

2.97M
Shares

$122 Million
0.03% of portfolio
Ameriprise Financial Inc Minneapolis, MN

2.51M
Shares

$102 Million
0.03% of portfolio
Creative Planning Overland Park, KS

2.21M
Shares

$90.1 Million
0.1% of portfolio

View Full List

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