Levy Wealth Management Group, LLC Wisdomtree Trust Japan Hedged Transaction History
Levy Wealth Management Group, LLC
- $390 Million
- Q2 2024
A detailed history of Levy Wealth Management Group, LLC transactions in Wisdomtree Trust Japan Hedged stock. As of the latest transaction made, Levy Wealth Management Group, LLC holds 5,795 shares of DXJ stock, worth $761,636. This represents 0.17% of its overall portfolio holdings.
Number of Shares
5,795
Previous 5,752
0.75%
Holding current value
$761,636
Previous $624,000
4.65%
% of portfolio
0.17%
Previous 0.17%
Shares
3 transactions
Others Institutions Holding DXJ
# of Institutions
357Shares Held
14.1MCall Options Held
53.8KPut Options Held
44.1K-
Morgan Stanley New York, NY2.28MShares$299 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC1.33MShares$174 Million0.01% of portfolio
-
Liberty Mutual Group Asset Management Inc. Boston, MA941KShares$124 Million29.28% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA548KShares$72 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC477KShares$62.7 Million0.02% of portfolio