Lodestone Wealth Management LLC Wisdomtree Emerging Markets Sm Transaction History
Lodestone Wealth Management LLC
- $200 Billion
- Q3 2024
A detailed history of Lodestone Wealth Management LLC transactions in Wisdomtree Emerging Markets Sm stock. As of the latest transaction made, Lodestone Wealth Management LLC holds 16,586 shares of DGS stock, worth $850,530. This represents 0.45% of its overall portfolio holdings.
Number of Shares
16,586
Previous 18,939
12.42%
Holding current value
$850,530
Previous $974 Million
8.58%
% of portfolio
0.45%
Previous 0.51%
Shares
2 transactions
Others Institutions Holding DGS
# of Institutions
241Shares Held
28.3MCall Options Held
200Put Options Held
0-
Creative Planning Overland Park, KS13.1MShares$671 Million0.7% of portfolio
-
Bank Of America Corp Charlotte, NC1.18MShares$60.3 Million0.01% of portfolio
-
Unison Advisors LLC816KShares$41.9 Million5.3% of portfolio
-
Cerity Partners LLC New York, NY776KShares$39.8 Million0.11% of portfolio
-
Morgan Stanley New York, NY683KShares$35 Million0.0% of portfolio