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 $402,614. This represents 0.23% of its overall portfolio holdings.
Number of Shares
7,663
Previous 18,417
58.39%
Holding current value
$402,614
Previous $947,000
56.6%
% of portfolio
0.23%
Previous 0.53%
Shares
9 transactions
Others Institutions Holding DGS
# of Institutions
242Shares Held
28.3MCall Options Held
200Put Options Held
0-
Creative Planning Overland Park, KS13.1MShares$688 Million0.7% of portfolio
-
Bank Of America Corp Charlotte, NC1.18MShares$61.8 Million0.01% of portfolio
-
Unison Advisors LLC816KShares$42.9 Million5.3% of portfolio
-
Cerity Partners LLC New York, NY776KShares$40.7 Million0.11% of portfolio
-
Morgan Stanley New York, NY683KShares$35.9 Million0.0% of portfolio