Lodestone Wealth Management LLC Wisdomtree Emerging Markets Sm Transaction History
Lodestone Wealth Management LLC
- $200 Billion
- Q3 2024
A detailed history of Lodestone Wealth Management LLC transactions in Wisdomtree Emerging Markets Sm stock. As of the latest transaction made, Lodestone Wealth Management LLC holds 16,586 shares of DGS stock, worth $829,465. This represents 0.45% of its overall portfolio holdings.
Number of Shares
16,586
Previous 18,939
12.42%
Holding current value
$829,465
Previous $974 Million
8.58%
% of portfolio
0.45%
Previous 0.51%
Shares
2 transactions
Others Institutions Holding DGS
# of Institutions
247Shares Held
29.2MCall Options Held
17.4KPut Options Held
100-
Creative Planning Overland Park, KS13.1MShares$655 Million0.7% of portfolio
-
Bank Of America Corp Charlotte, NC1.18MShares$58.9 Million0.01% of portfolio
-
Unison Advisors LLC816KShares$40.8 Million5.3% of portfolio
-
Morgan Stanley New York, NY717KShares$35.8 Million0.0% of portfolio
-
Congress Wealth Management LLC Boston, MA641KShares$32 Million0.48% of portfolio