Cascade Financial Partners, LLC Wisdomtree Emerging Markets Sm Transaction History
Cascade Financial Partners, LLC
- $798 Billion
- Q3 2024
A detailed history of Cascade Financial Partners, LLC transactions in Wisdomtree Emerging Markets Sm stock. As of the latest transaction made, Cascade Financial Partners, LLC holds 125,743 shares of DGS stock, worth $6.29 Million. This represents 0.82% of its overall portfolio holdings.
Number of Shares
125,743
Previous 121,351
3.62%
Holding current value
$6.29 Million
Previous $6.24 Billion
4.91%
% of portfolio
0.82%
Previous 0.82%
Shares
3 transactions
Others Institutions Holding DGS
# of Institutions
247Shares Held
29.2MCall Options Held
17.4KPut Options Held
100-
Creative Planning Overland Park, KS13.1MShares$655 Million0.7% of portfolio
-
Bank Of America Corp Charlotte, NC1.18MShares$58.9 Million0.01% of portfolio
-
Unison Advisors LLC816KShares$40.8 Million5.3% of portfolio
-
Morgan Stanley New York, NY717KShares$35.8 Million0.0% of portfolio
-
Congress Wealth Management LLC Boston, MA641KShares$32 Million0.48% of portfolio