Financial Planning & Information Services, Inc. Wisdomtree Emerging Markets Sm Transaction History
Financial Planning & Information Services, Inc.
- $655 Million
- Q2 2024
A detailed history of Financial Planning & Information Services, Inc. transactions in Wisdomtree Emerging Markets Sm stock. As of the latest transaction made, Financial Planning & Information Services, Inc. holds 375,434 shares of DGS stock, worth $19.7 Million. This represents 2.95% of its overall portfolio holdings.
Number of Shares
375,434
Previous 388,337
3.32%
Holding current value
$19.7 Million
Previous $19.8 Million
2.22%
% of portfolio
2.95%
Previous 2.97%
Shares
25 transactions
Others Institutions Holding DGS
# of Institutions
242Shares Held
28.3MCall Options Held
200Put Options Held
0-
Creative Planning Overland Park, KS13.1MShares$688 Million0.7% of portfolio
-
Bank Of America Corp Charlotte, NC1.18MShares$61.8 Million0.01% of portfolio
-
Unison Advisors LLC816KShares$42.9 Million5.3% of portfolio
-
Cerity Partners LLC New York, NY776KShares$40.7 Million0.11% of portfolio
-
Morgan Stanley New York, NY683KShares$35.9 Million0.0% of portfolio