Refined Wealth Management Wisdomtree Tr Emerging Mkts Ex Transaction History
Refined Wealth Management
- $132 Million
- Q4 2024
A detailed history of Refined Wealth Management transactions in Wisdomtree Tr Emerging Mkts Ex stock. As of the latest transaction made, Refined Wealth Management holds 166,390 shares of XSOE stock, worth $5.15 Million. This represents 3.85% of its overall portfolio holdings.
Number of Shares
166,390
Previous 167,305
0.55%
Holding current value
$5.15 Million
Previous $5.53 Million
8.23%
% of portfolio
3.85%
Previous 4.27%
Shares
12 transactions
Others Institutions Holding XSOE
# of Institutions
254Shares Held
35.2MCall Options Held
1.8KPut Options Held
0-
Morgan Stanley New York, NY3.53MShares$109 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.98MShares$61.4 Million0.01% of portfolio
-
Clal Insurance Enterprises Holdings LTD Tel Aviv, L31.81MShares$56 Million0.5% of portfolio
-
Valmark Advisers, Inc.1.64MShares$50.9 Million0.79% of portfolio
-
Ubs Group Ag1.54MShares$47.6 Million0.01% of portfolio