Orgel Wealth Management, LLC Xtrackers Msci Eafe High Div Y Transaction History
Orgel Wealth Management, LLC
- $3.85 Billion
- Q3 2024
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 27,602 shares of HDEF stock, worth $682,873. This represents 0.02% of its overall portfolio holdings.
Number of Shares
27,602
Previous 27,602
-0.0%
Holding current value
$682,873
Previous $672,000
10.42%
% of portfolio
0.02%
Previous 0.02%
Shares
5 transactions
Others Institutions Holding HDEF
# of Institutions
93Shares Held
48.7MCall Options Held
200Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA34.6MShares$857 Million0.18% of portfolio
-
Allworth Financial LP1.67MShares$41.2 Million0.28% of portfolio
-
Wealth Enhancement Advisory Services, LLC1.38MShares$34.1 Million0.08% of portfolio
-
Bank Of America Corp Charlotte, NC976KShares$24.1 Million0.0% of portfolio
-
Ubs Group Ag880KShares$21.8 Million0.01% of portfolio