Orgel Wealth Management, LLC Xtrackers Msci Eafe High Div Y Transaction History
Orgel Wealth Management, LLC
- $4.15 Billion
- Q3 2025
A detailed history of Orgel Wealth Management, LLC transactions in Xtrackers Msci Eafe High Div Y stock. As of the latest transaction made, Orgel Wealth Management, LLC holds 30,808 shares of HDEF stock, worth $919,002. This represents 0.02% of its overall portfolio holdings.
Number of Shares
30,808
Previous 31,491
2.17%
Holding current value
$919,002
Previous $908,000
0.22%
% of portfolio
0.02%
Previous 0.02%
Shares
8 transactions
Others Institutions Holding HDEF
# of Institutions
122Shares Held
50.5MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA31.2MShares$929 Million0.16% of portfolio
-
Allworth Financial LP1.85MShares$55.3 Million0.27% of portfolio
-
O'Brien Wealth Partners LLC1.79MShares$53.4 Million8.51% of portfolio
-
Wealth Enhancement Advisory Services, LLC1.65MShares$49.2 Million0.09% of portfolio
-
Bank Of America Corp Charlotte, NC959KShares$28.6 Million0.0% of portfolio