Avaii Wealth Management, LLC Wisdomtree Emerging Markets Sm Transaction History

Avaii Wealth Management, LLC

  • $178 Million
  • Q3 2024

A detailed history of Avaii Wealth Management, LLC transactions in Wisdomtree Emerging Markets Sm stock. As of the latest transaction made, Avaii Wealth Management, LLC holds 7,663 shares of DGS stock, worth $382,000. This represents 0.23% of its overall portfolio holdings.

Number of Shares
7,663
Previous 18,417 58.39%
Holding current value
$382,000
Previous $947,000 56.6%
% of portfolio
0.23%
Previous 0.53%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024
SELL
$48.46 - $54.37 $521,138 - $584,694
-10,754 Reduced 58.39%
7,663 $411,000
Q2 2024

Jul 31, 2024
SELL
$49.52 - $53.11 $129,494 - $138,882
-2,615 Reduced 12.43%
18,417 $947,000
Q1 2024

Apr 29, 2024
SELL
$47.45 - $51.31 $65,670 - $71,013
-1,384 Reduced 6.17%
21,032 $1.07 Million
Q4 2023

Feb 05, 2024
BUY
$43.82 - $49.92 $63,977 - $72,883
1,460 Added 6.97%
22,416 $1.12 Million
Q3 2023

Oct 24, 2023
BUY
$46.01 - $49.91 $27,421 - $29,746
596 Added 2.93%
20,956 $969,000
Q2 2023

Jul 31, 2023
SELL
$45.15 - $48.6 $90,119 - $97,005
-1,996 Reduced 8.93%
20,360 $947,000
Q1 2023

Apr 10, 2023
BUY
$43.98 - $47.58 $14,733 - $15,939
335 Added 1.52%
22,356 $1.02 Million
Q4 2022

Jan 25, 2023
BUY
$39.34 - $44.97 $118,452 - $135,404
3,011 Added 15.84%
22,021 $0
Q3 2022

Nov 14, 2022
BUY
$39.82 - $46.22 $756,978 - $878,642
19,010 New
19,010 $757,000

Others Institutions Holding DGS

# of Institutions
248
Shares Held
29.2M
Call Options Held
17.4K
Put Options Held
100
View Full List

About WISDOMTREE EMERGING MARKETS SM

DGS Quotes by TradingView
  • Ticker DGS
  • Sector ETFs
  • Industry ETFs
More about DGS
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