Orgel Wealth Management, LLC Xtrackers Msci Eafe High Div Y Transaction History
Orgel Wealth Management, LLC
- $3.93 Billion
- Q2 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 31,491 shares of HDEF stock, worth $913,239. This represents 0.02% of its overall portfolio holdings.
Number of Shares
31,491
Previous 33,322
5.49%
Holding current value
$913,239
Previous $910,000
0.22%
% of portfolio
0.02%
Previous 0.03%
Shares
7 transactions
Others Institutions Holding HDEF
# of Institutions
116Shares Held
51.7MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA34.5MShares$1 Billion0.18% of portfolio
-
Allworth Financial LP1.82MShares$52.8 Million0.28% of portfolio
-
O'Brien Wealth Partners LLC1.79MShares$51.9 Million8.51% of portfolio
-
Wealth Enhancement Advisory Services, LLC1.65MShares$47.9 Million0.09% of portfolio
-
Bank Of America Corp Charlotte, NC1.03MShares$29.9 Million0.0% of portfolio