Collaborative Wealth Managment Inc. Wisdomtree Tr Emerging Mkts Hi Transaction History
Collaborative Wealth Managment Inc.
- $222 Million
- Q2 2025
A detailed history of Collaborative Wealth Managment Inc. transactions in Wisdomtree Tr Emerging Mkts Hi stock. As of the latest transaction made, Collaborative Wealth Managment Inc. holds 10,680 shares of DEM stock, worth $485,299. This represents 0.22% of its overall portfolio holdings.
Number of Shares
10,680
Previous 6,644
60.75%
Holding current value
$485,299
Previous $279,000
73.12%
% of portfolio
0.22%
Previous 0.13%
Shares
3 transactions
Others Institutions Holding DEM
# of Institutions
365Shares Held
48.7MCall Options Held
21KPut Options Held
0-
Morgan Stanley New York, NY8.13MShares$369 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC5.58MShares$254 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA2.86MShares$130 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.52MShares$115 Million0.04% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.32MShares$106 Million0.03% of portfolio