Venturi Wealth Management, LLC Wisdomtree Emerging Markets Sm Transaction History

Venturi Wealth Management, LLC

  • $1.77 Billion
  • Q3 2024

A detailed history of Venturi Wealth Management, LLC transactions in Wisdomtree Emerging Markets Sm stock. As of the latest transaction made, Venturi Wealth Management, LLC holds 628 shares of DGS stock, worth $31,067. This represents 0.0% of its overall portfolio holdings.

Number of Shares
628
Previous 531 18.27%
Holding current value
$31,067
Previous $27,000 22.22%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 04, 2024
BUY
$48.46 - $54.37 $4,700 - $5,273
97 Added 18.27%
628 $33,000
Q3 2023

Nov 02, 2023
BUY
$46.01 - $49.91 $2,944 - $3,194
64 Added 13.7%
531 $24,000
Q1 2023

May 02, 2023
BUY
$43.98 - $47.58 $20,538 - $22,219
467 New
467 $21,000
Q1 2022

May 13, 2022
SELL
$49.9 - $53.95 $10.8 Million - $11.7 Million
-216,709 Closed
0 $0
Q4 2021

Feb 08, 2022
BUY
$51.06 - $53.98 $11.1 Million - $11.7 Million
216,709 New
216,709 $0

Others Institutions Holding DGS

# of Institutions
246
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
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