Client 1 St Advisory Group, LLC Wisdomtree Tr Emerging Mkts Ex Transaction History
Client 1 St Advisory Group, LLC
- $306 Million
- Q3 2025
A detailed history of Client 1 St Advisory Group, LLC transactions in Wisdomtree Tr Emerging Mkts Ex stock. As of the latest transaction made, Client 1 St Advisory Group, LLC holds 37,068 shares of XSOE stock, worth $1.44 Million. This represents 0.46% of its overall portfolio holdings.
Number of Shares
37,068
Previous 37,068
-0.0%
Holding current value
$1.44 Million
Previous $1.28 Million
10.02%
% of portfolio
0.46%
Previous 0.47%
Shares
21 transactions
Others Institutions Holding XSOE
# of Institutions
253Shares Held
35.4MCall Options Held
0Put Options Held
0-
Resources Investment Advisors, Llc. Overland Park, KS3.73MShares$145 Million1.58% of portfolio
-
Morgan Stanley New York, NY2.74MShares$106 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.99MShares$77.2 Million0.01% of portfolio
-
Valmark Advisers, Inc.1.66MShares$64.5 Million0.83% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.56MShares$60.6 Million0.02% of portfolio