Pb Mares Wealth Management LLC Wisdomtree Tr Emerging Mkts Hi Transaction History

Pb Mares Wealth Management LLC

  • $474 Million
  • Q3 2024

A detailed history of Pb Mares Wealth Management LLC transactions in Wisdomtree Tr Emerging Mkts Hi stock. As of the latest transaction made, Pb Mares Wealth Management LLC holds 7,344 shares of DEM stock, worth $291,924. This represents 0.07% of its overall portfolio holdings.

Number of Shares
7,344
Previous 7,314 0.41%
Holding current value
$291,924
Previous $316,000 2.22%
% of portfolio
0.07%
Previous 0.08%

Shares

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

Oct 25, 2024
BUY
$40.48 - $45.39 $1,214 - $1,361
30 Added 0.41%
7,344 $323,000
Q2 2024

Jul 22, 2024
BUY
$40.93 - $44.6 $30,124 - $32,825
736 Added 11.19%
7,314 $316,000
Q1 2024

Apr 29, 2024
BUY
$38.38 - $42.63 $23,411 - $26,004
610 Added 10.22%
6,578 $275,000
Q4 2023

Jan 26, 2024
SELL
$36.36 - $40.7 $30,542 - $34,188
-840 Reduced 12.34%
5,968 $242,000
Q3 2023

Oct 26, 2023
BUY
$37.23 - $40.83 $186 - $204
5 Added 0.07%
6,808 $255,000
Q2 2023

Jul 24, 2023
SELL
$37.3 - $40.14 $4,103 - $4,415
-110 Reduced 1.59%
6,803 $260,000
Q1 2023

Apr 27, 2023
SELL
$35.59 - $39.4 $7,295 - $8,077
-205 Reduced 2.88%
6,913 $261,000
Q4 2022

Jan 31, 2023
BUY
$32.14 - $37.16 $10,252 - $11,854
319 Added 4.69%
7,118 $253,000
Q3 2022

Oct 25, 2022
BUY
$32.43 - $37.99 $4,864 - $5,698
150 Added 2.26%
6,799 $221,000
Q2 2022

Jul 21, 2022
BUY
$37.03 - $44.95 $32,401 - $39,331
875 Added 15.15%
6,649 $246,000
Q1 2022

Apr 26, 2022
BUY
$40.62 - $47.47 $42,651 - $49,843
1,050 Added 22.23%
5,774 $253,000
Q4 2021

Feb 02, 2022
BUY
$41.71 - $45.09 $197,038 - $213,005
4,724 New
4,724 $205,000
Q3 2021

Nov 02, 2021
SELL
$43.34 - $45.98 $228,575 - $242,498
-5,274 Closed
0 $0
Q2 2021

Jul 13, 2021
SELL
$43.91 - $47.61 $10,187 - $11,045
-232 Reduced 4.21%
5,274 $241,000
Q1 2021

Apr 15, 2021
SELL
$40.61 - $44.6 $22,335 - $24,530
-550 Reduced 9.08%
5,506 $244,000
Q4 2020

Jan 25, 2021
SELL
$34.72 - $41.61 $6,388 - $7,656
-184 Reduced 2.95%
6,056 $249,000
Q3 2020

Oct 21, 2020
SELL
$34.56 - $38.91 $125,591 - $141,398
-3,634 Reduced 36.8%
6,240 $220,000
Q2 2020

Jul 14, 2020
SELL
$31.21 - $38.76 $31,615 - $39,263
-1,013 Reduced 9.3%
9,874 $357,000
Q1 2020

Apr 17, 2020
SELL
$29.04 - $46.68 $84,796 - $136,305
-2,920 Reduced 21.15%
10,887 $351,000
Q4 2019

Feb 04, 2020
BUY
$40.83 - $45.78 $563,739 - $632,084
13,807 New
13,807 $632,000

Others Institutions Holding DEM

# of Institutions
325
Shares Held
44.5M
Call Options Held
4.9K
Put Options Held
0
View Full List

About WISDOMTREE TR EMERGING MKTS HI

DEM Quotes by TradingView
  • Ticker DEM
  • Sector ETFs
  • Industry ETFs
More about DEM
Track This Portfolio

Track Pb Mares Wealth Management LLC Portfolio

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

News

Stay updated on Pb Mares Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email