Sentinel Wealth Management, Inc. Wisdomtree Tr Emerging Mkts Ex Transaction History
Sentinel Wealth Management, Inc.
- $115 Million
- Q3 2025
A detailed history of Sentinel Wealth Management, Inc. transactions in Wisdomtree Tr Emerging Mkts Ex stock. As of the latest transaction made, Sentinel Wealth Management, Inc. holds 109,571 shares of XSOE stock, worth $4.25 Million. This represents 3.61% of its overall portfolio holdings.
Number of Shares
109,571
Previous 100,449
9.08%
Holding current value
$4.25 Million
Previous $3.46 Million
20.04%
% of portfolio
3.61%
Previous 3.25%
Shares
2 transactions
Others Institutions Holding XSOE
# of Institutions
253Shares 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