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 $683,133. This represents 0.43% of its overall portfolio holdings.
Number of Shares
6,185
Previous 5,146
20.19%
Holding current value
$683,133
Previous $580,000
12.93%
% of portfolio
0.43%
Previous 0.43%
Shares
2 transactions
Others Institutions Holding DXJ
# of Institutions
335Shares Held
15.8MCall Options Held
1.59MPut Options Held
512K-
Morgan Stanley New York, NY2.98MShares$330 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC1.51MShares$167 Million0.01% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA848KShares$93.6 Million0.02% of portfolio
-
Schroder Investment Management Group London, X0583KShares$64.4 Million0.07% of portfolio
-
Jpmorgan Chase & CO New York, NY535KShares$59 Million0.0% of portfolio