Orgel Wealth Management, LLC Xtrackers Msci Eafe High Div Y Transaction History
Orgel Wealth Management, LLC
- $3.62 Billion
- Q1 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 33,322 shares of HDEF stock, worth $959,007. This represents 0.03% of its overall portfolio holdings.
Number of Shares
33,322
Previous 33,322
-0.0%
Holding current value
$959,007
Previous $809,000
12.48%
% of portfolio
0.03%
Previous 0.02%
Shares
6 transactions
Others Institutions Holding HDEF
# of Institutions
117Shares Held
49.9MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA34.5MShares$992 Million0.18% of portfolio
-
Allworth Financial LP1.82MShares$52.4 Million0.28% of portfolio
-
Wealth Enhancement Advisory Services, LLC1.54MShares$44.4 Million0.09% of portfolio
-
Bank Of America Corp Charlotte, NC1.03MShares$29.6 Million0.0% of portfolio
-
Ubs Group Ag852KShares$24.5 Million0.0% of portfolio