Orgel Wealth Management, LLC Xtrackers Msci Eafe High Div Y Transaction History
Orgel Wealth Management, LLC
- $3.69 Billion
- Q4 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 33,322 shares of HDEF stock, worth $865,372. This represents 0.02% of its overall portfolio holdings.
Number of Shares
33,322
Previous 27,602
20.72%
Holding current value
$865,372
Previous $742,000
9.03%
% of portfolio
0.02%
Previous 0.02%
Shares
6 transactions
Others Institutions Holding HDEF
# of Institutions
107Shares Held
49MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA33.7MShares$874 Million0.16% of portfolio
-
Allworth Financial LP1.79MShares$46.4 Million0.25% of portfolio
-
Wealth Enhancement Advisory Services, LLC1.38MShares$35.8 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC1.01MShares$26.3 Million0.0% of portfolio
-
Ubs Group Ag860KShares$22.3 Million0.0% of portfolio