Orgel Wealth Management, LLC - DBX ETF TR ownership

DBX ETF TR's ticker is HDEF and the CUSIP is 233051630. A total of 94 filers reported holding DBX ETF TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Orgel Wealth Management, LLC ownership history of DBX ETF TR
ValueSharesWeighting
Q2 2024$672,937
+9.4%
27,602
+10.7%
0.02%
+5.9%
Q1 2024$615,295
+0.1%
24,941
+0.1%
0.02%
-5.6%
Q4 2023$614,927
-49.0%
24,916
-53.3%
0.02%
-56.1%
Q3 2023$1,206,284
+170.5%
53,399
+149.5%
0.04%
+64.0%
Q2 2022$446,00021,4020.02%
Other shareholders
DBX ETF TR shareholders Q2 2024
NameSharesValueWeighting ↓
White Pine Investment CO 475,592$10,9533.78%
Beta Wealth Group, Inc. 254,214$5,854,5513.38%
SHEPHERD KAPLAN KROCHUK, LLC 158,753$3,656,0822.89%
Columbus Macro, LLC 258,036$5,971,0502.37%
WCG Wealth Advisors LLC 700,189$16,1231.88%
Charles Schwab Investment Advisory, Inc. 28,971,874$667,222,2551.03%
SWS Partners 100,684$2,318,7580.84%
Tradition Wealth Management, LLC 273,002$6,2870.73%
COLDSTREAM CAPITAL MANAGEMENT INC 557,016$12,828,0700.41%
Aprio Wealth Management, LLC 57,952$1,334,6430.37%
View complete list of DBX ETF TR shareholders