Comprehensive Wealth Management, LLC Wisdomtree Trust Japan Hedged Transaction History
Comprehensive Wealth Management, LLC
- $151 Million
- Q3 2024
A detailed history of Comprehensive Wealth Management, LLC transactions in Wisdomtree Trust Japan Hedged stock. As of the latest transaction made, Comprehensive Wealth Management, LLC holds 6,185 shares of DXJ stock, worth $689,813. This represents 0.43% of its overall portfolio holdings.
Number of Shares
6,185
Previous 5,146
20.19%
Holding current value
$689,813
Previous $580,000
12.93%
% of portfolio
0.43%
Previous 0.43%
Shares
2 transactions
Others Institutions Holding DXJ
# of Institutions
340Shares Held
20.6MCall Options Held
1.26MPut Options Held
533K-
Morgan Stanley New York, NY3.32MShares$371 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC1.87MShares$209 Million0.02% of portfolio
-
Jpmorgan Chase & CO New York, NY1.6MShares$178 Million0.02% of portfolio
-
Bank Of Montreal Toronto, A61.26MShares$141 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC918KShares$102 Million0.05% of portfolio