EDMOND DE ROTHSCHILD HOLDING S.A.
Holdings in WFG
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,033,064 | 16,905 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $1,408,001 | 20,712 | Shares | Sole | 2025-11-13 |
| 2025-06-30 | $1,217,879 | 16,615 | Shares | Sole | 2025-08-12 |
| 2025-03-31 | $1,039,690 | 13,513 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $1,036,522 | 11,976 | Shares | Sole | 2025-02-12 |
| 2024-09-30 | $884,418 | 9,084 | Shares | Sole | 2024-11-14 |