Cyndeo Wealth Partners, LLC Wisdomtree Emerging Markets Sm Transaction History

Cyndeo Wealth Partners, LLC

  • $1.4 Billion
  • Q3 2024

A detailed history of Cyndeo Wealth Partners, LLC transactions in Wisdomtree Emerging Markets Sm stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 5,822 shares of DGS stock, worth $290,226. This represents 0.02% of its overall portfolio holdings.

Number of Shares
5,822
Previous 5,807 0.26%
Holding current value
$290,226
Previous $298,000 4.7%
% of portfolio
0.02%
Previous 0.02%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 18, 2024
BUY
$48.46 - $54.37 $726 - $815
15 Added 0.26%
5,822 $312,000
Q2 2024

Jul 30, 2024
BUY
$49.52 - $53.11 $841 - $902
17 Added 0.29%
5,807 $298,000
Q1 2024

Apr 16, 2024
BUY
$47.45 - $51.31 $47 - $51
1 Added 0.02%
5,790 $294,000
Q4 2023

Jan 12, 2024
SELL
$43.82 - $49.92 $17,878 - $20,367
-408 Reduced 6.58%
5,789 $288,000
Q3 2023

Oct 10, 2023
BUY
$46.01 - $49.91 $285,123 - $309,292
6,197 New
6,197 $286,000

Others Institutions Holding DGS

# of Institutions
248
Shares Held
29.2M
Call Options Held
17.4K
Put Options Held
100
View Full List

About WISDOMTREE EMERGING MARKETS SM

DGS Quotes by TradingView
  • Ticker DGS
  • Sector ETFs
  • Industry ETFs
More about DGS
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