Sterling Financial Planning, Inc. Wisdomtree Emerging Markets Sm Transaction History
Sterling Financial Planning, Inc.
- $241 Million
- Q1 2024
A detailed history of Sterling Financial Planning, Inc. transactions in Wisdomtree Emerging Markets Sm stock. As of the latest transaction made, Sterling Financial Planning, Inc. holds 38,085 shares of DGS stock, worth $1.98 Million. This represents 0.8% of its overall portfolio holdings.
Number of Shares
38,085
Previous 37,019
2.88%
Holding current value
$1.98 Million
Previous $1.85 Million
4.87%
% of portfolio
0.8%
Previous 0.81%
Shares
14 transactions
Others Institutions Holding DGS
# of Institutions
234Shares Held
40.3MCall Options Held
100Put Options Held
0-
Creative Planning Overland Park, KS23.1MShares$1.21 Billion1.31% of portfolio
-
Jane Street Group, LLC New York, NY1.46MShares$75.9 Million0.1% of portfolio
-
Bank Of America Corp Charlotte, NC1.27MShares$66.3 Million0.01% of portfolio
-
Unison Advisors LLC1.13MShares$58.7 Million5.67% of portfolio
-
Cerity Partners LLC New York, NY778KShares$40.6 Million0.11% of portfolio