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Dbx Etf Tr eafe hgh dv yl shares owned by Orgel Wealth Management

Quarter-by-quarter ownership of Dbx Etf Tr eafe hgh dv yl (HDEF) shares owned by Orgel Wealth Management from 13F filings

Historical chart of Orgel Wealth Management investment in Dbx Etf Tr eafe hgh dv yl

Tip: Access up to 7 years of quarterly data

All positions including Dbx Etf Tr eafe hgh dv yl held by Orgel Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dbx Etf Tr eafe hgh dv yl by Orgel Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $615k 25k 24.67
2023-12-31 $615k 25k 24.68
2023-09-30 $1.2M 53k 22.59
2022-06-30 $446k 21k 20.84

More positions owned by Orgel Wealth Management

Ishares Tr National Mun Etf (MUB)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Indexiq Active Etf Tr Iq Mackay Insred (MMIN)
Invesco Exch Traded Fd Tr Ii Equal Wegt 0-30 (GOVI)
Fidelity Covington Trust Qlty Fctor Etf (FQAL)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Index Fds Mcap Gr Idxvip (VOT)

View all positions for Orgel Wealth Management

Top funds holding Dbx Etf Tr eafe hgh dv yl

Charles Schwab Investment Advisory
Hanson McClain Advisors
Wealth Enhancement Advisory Services
UBS Group
Bank of America Corporation
WCG Wealth Advisors
CI Private Wealth
Royal Bank of Canada
David J.Sculati
Coldstream Capital Management
Orion Portfolio Solutions
Geneos Wealth Management
Jane Street
Rockefeller Capital Management
Columbus Macro

View all funds holding Dbx Etf Tr eafe hgh dv yl