Core Wealth Partners LLC Wisdomtree Tr Japan Smallcap D Transaction History
Core Wealth Partners LLC
- $146 Billion
- Q2 2024
A detailed history of Core Wealth Partners LLC transactions in Wisdomtree Tr Japan Smallcap D stock. As of the latest transaction made, Core Wealth Partners LLC holds 3,500 shares of DFJ stock, worth $261,905. This represents 0.18% of its overall portfolio holdings.
Number of Shares
3,500
Previous 3,500
-0.0%
Holding current value
$261,905
Previous $271 Million
2.82%
% of portfolio
0.18%
Previous 0.2%
Shares
1 transactions
Others Institutions Holding DFJ
# of Institutions
63Shares Held
1.21MCall Options Held
2.8KPut Options Held
1K-
Motley Fool Wealth Management, LLC Alexandria, VA269KShares$20.1 Million1.09% of portfolio
-
Morgan Stanley New York, NY212KShares$15.8 Million0.0% of portfolio
-
Raymond James & Associates St Petersburg, FL188KShares$14.1 Million0.01% of portfolio
-
Vontobel Holding Ltd.81.5KShares$6.1 Million0.02% of portfolio
-
Barry Investment Advisors, LLC75.5KShares$5.65 Million1.89% of portfolio