Winthrop Advisory Group LLC Xtrackers Msci Eafe High Div Y Transaction History

Winthrop Advisory Group LLC

$828 Million
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Jan 25, 2021	SELL	$19.5 - $23.49 $359,736 - $433,343	-18,448 Closed	0 $0
Q3 2020 Oct 20, 2020	BUY	$20.01 - $21.68 $369,144 - $399,952	18,448 New	18,448 $377,000

Others Institutions Holding HDEF

# of Institutions

112

Shares Held

49.9M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

34.5M
Shares

$967 Million
0.18% of portfolio
Allworth Financial LP

1.82M
Shares

$51.1 Million
0.28% of portfolio
Wealth Enhancement Advisory Services, LLC

1.54M
Shares

$43.3 Million
0.09% of portfolio
Bank Of America Corp Charlotte, NC

1.01M
Shares

$28.4 Million
0.0% of portfolio
Geneos Wealth Management Inc.

925K
Shares

$26 Million
0.69% of portfolio

About XTRACKERS MSCI EAFE HIGH DIV Y

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