Heartwood Wealth Advisors LLC Wisdomtree Emerging Markets Sm Transaction History
Heartwood Wealth Advisors LLC
- $1.02 Billion
- Q3 2025
A detailed history of Heartwood Wealth Advisors LLC transactions in Wisdomtree Emerging Markets Sm stock. As of the latest transaction made, Heartwood Wealth Advisors LLC holds 2,070 shares of DGS stock, worth $117,327. This represents 0.01% of its overall portfolio holdings.
Number of Shares
2,070Holding current value
$117,327% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding DGS
# of Institutions
249Shares Held
19.7MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS5.43MShares$308 Million0.26% of portfolio
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Bank Of America Corp Charlotte, NC1.11MShares$62.7 Million0.0% of portfolio
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Congress Wealth Management LLC Boston, MA702KShares$39.8 Million0.4% of portfolio
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National Bank Of Canada557KShares$31.6 Million0.03% of portfolio
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Unison Advisors LLC534KShares$30.3 Million3.56% of portfolio