Evermay Wealth Management LLC Wisdomtree Tr Emerging Mkts Ex Transaction History
Evermay Wealth Management LLC
- $620 Million
- Q2 2024
A detailed history of Evermay Wealth Management LLC transactions in Wisdomtree Tr Emerging Mkts Ex stock. As of the latest transaction made, Evermay Wealth Management LLC holds 289,537 shares of XSOE stock, worth $9.7 Million. This represents 1.43% of its overall portfolio holdings.
Number of Shares
289,537
Previous 289,384
0.05%
Holding current value
$9.7 Million
Previous $8.53 Million
4.02%
% of portfolio
1.43%
Previous 1.29%
Shares
18 transactions
Others Institutions Holding XSOE
# of Institutions
248Shares Held
38.7MCall Options Held
0Put Options Held
0-
Harel Insurance Investments & Financial Services Ltd.3.8MShares$127 Million2.19% of portfolio
-
Morgan Stanley New York, NY3.48MShares$117 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC2.04MShares$68.2 Million0.01% of portfolio
-
Clal Insurance Enterprises Holdings LTD Tel Aviv, L31.81MShares$60.6 Million0.58% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS1.63MShares$54.4 Million0.64% of portfolio