Congress Wealth Management LLC Wisdomtree Emerging Markets Sm Transaction History
Congress Wealth Management LLC
- $7.9 Billion
- Q1 2025
A detailed history of Congress Wealth Management LLC transactions in Wisdomtree Emerging Markets Sm stock. As of the latest transaction made, Congress Wealth Management LLC holds 680,695 shares of DGS stock, worth $37.9 Million. This represents 0.42% of its overall portfolio holdings.
Number of Shares
680,695
Previous 651,787
4.44%
Holding current value
$37.9 Million
Previous $31.9 Million
3.13%
% of portfolio
0.42%
Previous 0.46%
Shares
3 transactions
Others Institutions Holding DGS
# of Institutions
246Shares Held
21.9MCall Options Held
200Put Options Held
0-
Creative Planning Overland Park, KS7.04MShares$392 Million0.32% of portfolio
-
Bank Of America Corp Charlotte, NC1.1MShares$61 Million0.0% of portfolio
-
Unison Advisors LLC719KShares$40 Million4.45% of portfolio
-
High Tower Advisors, LLC Chicago, IL572KShares$31.9 Million0.04% of portfolio
-
National Bank Of Canada544KShares$30.3 Million0.03% of portfolio