Refined Wealth Management Wisdomtree Tr Emerging Mkts Ex Transaction History
Refined Wealth Management
- $129 Million
- Q3 2024
A detailed history of Refined Wealth Management transactions in Wisdomtree Tr Emerging Mkts Ex stock. As of the latest transaction made, Refined Wealth Management holds 167,305 shares of XSOE stock, worth $5.46 Million. This represents 4.27% of its overall portfolio holdings.
Number of Shares
167,305
Previous 164,034
1.99%
Holding current value
$5.46 Million
Previous $5.02 Million
9.99%
% of portfolio
4.27%
Previous 3.91%
Shares
11 transactions
Others Institutions Holding XSOE
# of Institutions
241Shares Held
38.4MCall Options Held
0Put Options Held
0-
Harel Insurance Investments & Financial Services Ltd.3.8MShares$124 Million2.16% of portfolio
-
Morgan Stanley New York, NY3.48MShares$114 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC2.04MShares$66.5 Million0.01% of portfolio
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Clal Insurance Enterprises Holdings LTD Tel Aviv, L31.81MShares$59.1 Million0.58% of portfolio
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Resources Investment Advisors, Llc. Overland Park, KS1.63MShares$53.1 Million0.64% of portfolio