Comprehensive Wealth Management, LLC Wisdomtree Trust Japan Hedged Transaction History
Comprehensive Wealth Management, LLC
- $131 Million
- Q4 2024
A detailed history of Comprehensive Wealth Management, LLC transactions in Wisdomtree Trust Japan Hedged stock. As of the latest transaction made, Comprehensive Wealth Management, LLC holds 6,473 shares of DXJ stock, worth $707,757. This represents 0.54% of its overall portfolio holdings.
Number of Shares
6,473
Previous 6,185
4.66%
Holding current value
$707,757
Previous $655,000
8.85%
% of portfolio
0.54%
Previous 0.43%
Shares
3 transactions
Others Institutions Holding DXJ
# of Institutions
357Shares Held
19MCall Options Held
105KPut Options Held
64.1K-
Jpmorgan Chase & CO New York, NY3.53MShares$386 Million0.03% of portfolio
-
Morgan Stanley New York, NY2.97MShares$324 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC1.51MShares$165 Million0.01% of portfolio
-
Liberty Mutual Group Asset Management Inc. Boston, MA680KShares$74.4 Million21.32% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL558KShares$61 Million0.02% of portfolio