Orgel Wealth Management, LLC Xtrackers Msci Eafe High Div Y Transaction History
Orgel Wealth Management, LLC
- $4.15 Billion
- Q3 2025
A detailed history of Orgel Wealth Management, LLC transactions in Xtrackers Msci Eafe High Div Y stock. As of the latest transaction made, Orgel Wealth Management, LLC holds 30,808 shares of HDEF stock, worth $935,330. This represents 0.02% of its overall portfolio holdings.
Number of Shares
30,808
Previous 31,491
2.17%
Holding current value
$935,330
Previous $908,000
0.22%
% of portfolio
0.02%
Previous 0.02%
Shares
8 transactions
Others Institutions Holding HDEF
# of Institutions
133Shares Held
51.3MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA29.4MShares$892 Million0.14% of portfolio
-
Allworth Financial LP1.89MShares$57.5 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO1.83MShares$55.6 Million0.09% of portfolio
-
O'Brien Wealth Partners LLC1.79MShares$54.2 Million7.98% of portfolio
-
Wealth Enhancement Advisory Services, LLC1.69MShares$51.2 Million0.08% of portfolio