Kathleen S. Wright Associates Inc. Wisdomtree Tr Emerging Mkts Ex Transaction History
Kathleen S. Wright Associates Inc.
- $256 Million
- Q3 2025
A detailed history of Kathleen S. Wright Associates Inc. transactions in Wisdomtree Tr Emerging Mkts Ex stock. As of the latest transaction made, Kathleen S. Wright Associates Inc. holds 700 shares of XSOE stock, worth $27,167. This represents 0.01% of its overall portfolio holdings.
Number of Shares
700
Previous 700
-0.0%
Holding current value
$27,167
Previous $24,000
8.33%
% of portfolio
0.01%
Previous 0.01%
Shares
11 transactions
Others Institutions Holding XSOE
# of Institutions
255Shares Held
35.4MCall Options Held
0Put Options Held
0-
Resources Investment Advisors, Llc. Overland Park, KS3.73MShares$145 Million1.58% of portfolio
-
Morgan Stanley New York, NY2.74MShares$106 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.99MShares$77.2 Million0.01% of portfolio
-
Valmark Advisers, Inc.1.66MShares$64.5 Million0.83% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.56MShares$60.6 Million0.02% of portfolio