Lorne Steinberg Wealth Management Inc. Wisdomtree Tr Japan Smallcap D Transaction History
Lorne Steinberg Wealth Management Inc.
- $359 Million
- Q2 2025
A detailed history of Lorne Steinberg Wealth Management Inc. transactions in Wisdomtree Tr Japan Smallcap D stock. As of the latest transaction made, Lorne Steinberg Wealth Management Inc. holds 2,706 shares of DFJ stock, worth $256,014. This represents 0.06% of its overall portfolio holdings.
Number of Shares
2,706
Previous 2,706
-0.0%
Holding current value
$256,014
Previous $216,000
6.94%
% of portfolio
0.06%
Previous 0.07%
Shares
1 transactions
Others Institutions Holding DFJ
# of Institutions
66Shares Held
1.63MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY254KShares$24 Million0.0% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL206KShares$19.5 Million0.01% of portfolio
-
Raymond James & Associates St Petersburg, FL188KShares$17.8 Million0.01% of portfolio
-
Motley Fool Wealth Management, LLC Alexandria, VA166KShares$15.7 Million0.92% of portfolio
-
Wells Fargo & Company San Francisco, CA127KShares$12 Million0.0% of portfolio