Balboa Wealth Partners Wisdomtree Tr Emerging Mkts Hi Transaction History
Balboa Wealth Partners
- $389 Million
- Q3 2024
A detailed history of Balboa Wealth Partners transactions in Wisdomtree Tr Emerging Mkts Hi stock. As of the latest transaction made, Balboa Wealth Partners holds 9,576 shares of DEM stock, worth $392,232. This represents 0.11% of its overall portfolio holdings.
Number of Shares
9,576
Previous 9,333
2.6%
Holding current value
$392,232
Previous $404,000
4.21%
% of portfolio
0.11%
Previous 0.11%
Shares
4 transactions
Others Institutions Holding DEM
# of Institutions
324Shares Held
44.4MCall Options Held
4.9KPut Options Held
0-
Morgan Stanley New York, NY7.14MShares$292 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC5.67MShares$232 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA2.97MShares$122 Million0.03% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.51MShares$103 Million0.03% of portfolio
-
Creative Planning Overland Park, KS2.21MShares$90.4 Million0.1% of portfolio