Modera Wealth Management, LLC Wisdomtree Emerging Markets Sm Transaction History

Modera Wealth Management, LLC

  • $6.75 Billion
  • Q2 2024

A detailed history of Modera Wealth Management, LLC transactions in Wisdomtree Emerging Markets Sm stock. As of the latest transaction made, Modera Wealth Management, LLC holds 13,265 shares of DGS stock, worth $698,932. This represents 0.01% of its overall portfolio holdings.

Number of Shares
13,265
Previous 13,453 1.4%
Holding current value
$698,932
Previous $684,000 0.29%
% of portfolio
0.01%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 29, 2024
SELL
$49.52 - $53.11 $9,309 - $9,984
-188 Reduced 1.4%
13,265 $682,000
Q1 2024

May 14, 2024
SELL
$47.45 - $51.31 $24,009 - $25,962
-506 Reduced 3.62%
13,453 $684,000
Q4 2023

Feb 14, 2024
BUY
$43.82 - $49.92 $23,005 - $26,208
525 Added 3.91%
13,959 $696,000
Q3 2023

Nov 30, 2023
BUY
$46.01 - $49.91 $618,098 - $670,490
13,434 New
13,434 $621,000
Q2 2023

Aug 07, 2023
BUY
$45.15 - $48.6 $627,314 - $675,248
13,894 New
13,894 $646,000

Others Institutions Holding DGS

# of Institutions
241
Shares Held
31.6M
Call Options Held
200
Put Options Held
0
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 Modera Wealth Management, LLC Portfolio

Follow Modera 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 Modera Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Modera Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email