Congress Wealth Management LLC Xtrackers Msci Japan Hedged Eq Transaction History

Congress Wealth Management LLC

$5.64 Billion
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 16, 2022	SELL	N/A	-4,021 Closed	0 $0
Q4 2021 Feb 04, 2022	BUY	N/A	4,021 New	4,021 $203,000

Others Institutions Holding DBJP

# of Institutions

62

Shares Held

3.11M

Call Options Held

0

Put Options Held

0

Partners Capital Investment Group, LLP Boston, MA

668K
Shares

$51.1 Million
1.89% of portfolio
Morgan Stanley New York, NY

536K
Shares

$41 Million
0.0% of portfolio
Jpmorgan Chase & CO New York, NY

389K
Shares

$29.8 Million
0.0% of portfolio
Deutsche Bank Ag\ Frankfurt Am Main, 2M

333K
Shares

$25.5 Million
0.01% of portfolio
Affinity Wealth Management LLC Wilmington, DE

164K
Shares

$12.6 Million
2.51% of portfolio

About XTRACKERS MSCI JAPAN HEDGED EQ

Ticker DBJP
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