Balance Wealth, LLC Wisdomtree Tr Emerging Mkts Ex Transaction History

Balance Wealth, LLC

$171 Billion
Q2 2025

A detailed history of Balance Wealth, LLC transactions in Wisdomtree Tr Emerging Mkts Ex stock. As of the latest transaction made, Balance Wealth, LLC holds 39,875 shares of XC stock, worth $0. This represents 0.8% of its overall portfolio holdings.

Number of Shares

39,875

Holding current value

% of portfolio

0.8%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 13, 2025	BUY	N/A	39,875 New	39,875 $1.37 Billion

Others Institutions Holding XC

# of Institutions

Shares Held

2.22M

Call Options Held

Put Options Held

Legacy Financial Advisors, Inc.

639K
Shares

$0
0.0% of portfolio
Clearwater Capital Advisors, LLC

443K
Shares

$0
0.0% of portfolio
Sanctuary Advisors, LLC Indianapolis, IN

240K
Shares

$0
0.05% of portfolio
Aprio Wealth Management, LLC

224K
Shares

$0
0.0% of portfolio
Tru Independence LLC

146K
Shares

$0
0.0% of portfolio

View Full List

About WISDOMTREE TR EMERGING MKTS EX

Ticker XC

More about XC

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