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 $826,812. This represents 0.45% of its overall portfolio holdings.

Number of Shares
16,586
Previous 18,939 12.42%
Holding current value
$826,812
Previous $974 Million 8.58%
% of portfolio
0.45%
Previous 0.51%

Shares

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

Oct 29, 2024
SELL
$48.46 - $54.37 $114,026 - $127,932
-2,353 Reduced 12.42%
16,586 $891 Million
Q2 2024

Jul 16, 2024
BUY
$49.52 - $53.11 $937,859 - $1.01 Million
18,939 New
18,939 $974 Million

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
Track This Portfolio

Track Lodestone Wealth Management LLC Portfolio

Follow Lodestone Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lodestone Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lodestone Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email