Core Wealth Partners LLC Wisdomtree Tr Japan Smallcap D Transaction History
Core Wealth Partners LLC
- $165 Billion
- Q3 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 $266,245. This represents 0.17% of its overall portfolio holdings.
Number of Shares
3,500
Previous 3,500
-0.0%
Holding current value
$266,245
Previous $263 Million
7.37%
% of portfolio
0.17%
Previous 0.18%
Shares
1 transactions
Others Institutions Holding DFJ
# of Institutions
65Shares Held
1.28MCall Options Held
2.8KPut Options Held
1K-
Morgan Stanley New York, NY266KShares$20.3 Million0.0% of portfolio
-
Motley Fool Wealth Management, LLC Alexandria, VA244KShares$18.5 Million1.05% of portfolio
-
Raymond James & Associates St Petersburg, FL188KShares$14.3 Million0.01% of portfolio
-
Vontobel Holding Ltd.81.5KShares$6.2 Million0.02% of portfolio
-
Barry Investment Advisors, LLC75.5KShares$5.74 Million1.89% of portfolio