Moser Wealth Advisors, LLC Wisdomtree Tr Emerging Mkts Hi Transaction History

Moser Wealth Advisors, LLC

$190 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 Apr 30, 2020	SELL	$29.04 - $46.68 $184,404 - $296,418	-6,350 Closed	0 $0
Q4 2019 Feb 12, 2020	BUY	$40.83 - $45.78 $259,270 - $290,703	6,350 New	6,350 $291,000

Others Institutions Holding DEM

# of Institutions

325

Shares Held

44.5M

Call Options Held

4.9K

Put Options Held

0

Morgan Stanley New York, NY

7.14M
Shares

$295 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

5.67M
Shares

$235 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

2.97M
Shares

$123 Million
0.03% of portfolio
Ameriprise Financial Inc Minneapolis, MN

2.51M
Shares

$104 Million
0.03% of portfolio
Creative Planning Overland Park, KS

2.21M
Shares

$91.2 Million
0.1% of portfolio

About WISDOMTREE TR EMERGING MKTS HI

Ticker DEM
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Moser Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Moser Wealth Advisors, LLC with notifications on news.