Core Wealth Partners LLC Wisdomtree Tr Japan Smallcap D Transaction History
Core Wealth Partners LLC
- $146 Billion
- Q2 2024
A detailed history of Core Wealth Partners LLC transactions in Wisdomtree Tr Japan Smallcap D stock. As of the latest transaction made, Core Wealth Partners LLC holds 3,500 shares of DFJ stock, worth $279,230. This represents 0.18% of its overall portfolio holdings.
Number of Shares
3,500
Previous 3,500
-0.0%
Holding current value
$279,230
Previous $271 Million
2.82%
% of portfolio
0.18%
Previous 0.2%
Shares
1 transactions
Others Institutions Holding DFJ
# of Institutions
60Shares Held
1.2MCall Options Held
0Put Options Held
0-
Motley Fool Wealth Management, LLC Alexandria, VA269KShares$21.4 Million1.09% of portfolio
-
Morgan Stanley New York, NY212KShares$16.9 Million0.0% of portfolio
-
Raymond James & Associates St Petersburg, FL185KShares$14.8 Million0.01% of portfolio
-
Vontobel Holding Ltd.80.5KShares$6.42 Million0.02% of portfolio
-
Barry Investment Advisors, LLC74.8KShares$5.97 Million1.92% of portfolio