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 $638,261. This represents 0.17% of its overall portfolio holdings.
Number of Shares
5,795
Previous 5,752
0.75%
Holding current value
$638,261
Previous $624,000
4.65%
% of portfolio
0.17%
Previous 0.17%
Shares
3 transactions
Others Institutions Holding DXJ
# of Institutions
358Shares Held
19.4MCall Options Held
371KPut Options Held
152K-
Jpmorgan Chase & CO New York, NY3.53MShares$389 Million0.03% of portfolio
-
Morgan Stanley New York, NY2.97MShares$327 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC1.51MShares$166 Million0.01% of portfolio
-
Liberty Mutual Group Asset Management Inc. Boston, MA680KShares$74.9 Million21.32% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL558KShares$61.4 Million0.02% of portfolio