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 $817,721. This represents 0.02% of its overall portfolio holdings.
Number of Shares
33,322
Previous 27,602
20.72%
Holding current value
$817,721
Previous $742,000
9.03%
% of portfolio
0.02%
Previous 0.02%
Shares
6 transactions
Others Institutions Holding HDEF
# of Institutions
92Shares Held
48.8MCall Options Held
200Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA34.6MShares$850 Million0.18% of portfolio
-
Allworth Financial LP1.67MShares$40.9 Million0.28% of portfolio
-
Wealth Enhancement Advisory Services, LLC1.38MShares$33.8 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC976KShares$23.9 Million0.0% of portfolio
-
Ubs Group Ag880KShares$21.6 Million0.01% of portfolio