Wiser Advisor Group LLC Dbx ETF Tr Xtrackers Internati Transaction History

Wiser Advisor Group LLC

$68.8 Billion
Q4 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 14, 2024	BUY	$20.0 - $21.94 $40 - $43	2 Added 4.26%	49 $983,000
Q1 2024 May 15, 2024	SELL	$20.21 - $21.65 $20 - $21	-1 Reduced 2.08%	47 $1.03 Million
Q4 2023 Feb 12, 2024	BUY	$18.32 - $21.89 $879 - $1,050	48 New	48 $1.04 Million

Others Institutions Holding HAUZ

# of Institutions

78

Shares Held

33.9M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

32.6M
Shares

$705 Million
0.12% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

668K
Shares

$14.4 Million
0.03% of portfolio
Aire Advisors, LLC Beverly Hills, CA

294K
Shares

$6.35 Million
1.35% of portfolio
Fairview Capital Investment Management, LLC Greenbrae, CA

73.2K
Shares

$1.58 Million
0.08% of portfolio
American Financial & Tax Strategies Inc New York, NY

48.3K
Shares

$1.04 Million
0.51% of portfolio

About DBX ETF TR XTRACKERS INTERNATI

Ticker HAUZ
Sector ETFs
Industry ETFs

More about HAUZ

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wiser Advisor Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wiser Advisor Group LLC with notifications on news.