Defined Financial Planning LLC Wisdomtree Emerging Markets Sm Transaction History
Defined Financial Planning LLC
- $93.7 Billion
- Q4 2024
A detailed history of Defined Financial Planning LLC transactions in Wisdomtree Emerging Markets Sm stock. As of the latest transaction made, Defined Financial Planning LLC holds 42,441 shares of DGS stock, worth $2.11 Million. This represents 2.22% of its overall portfolio holdings.
Number of Shares
42,441Holding current value
$2.11 Million% of portfolio
2.22%Shares
1 transactions
Others Institutions Holding DGS
# of Institutions
255Shares Held
25.3MCall Options Held
300Put Options Held
100-
Creative Planning Overland Park, KS8.92MShares$444 Million0.43% of portfolio
-
Bank Of America Corp Charlotte, NC1.2MShares$59.7 Million0.01% of portfolio
-
Unison Advisors LLC807KShares$40.2 Million5.06% of portfolio
-
Congress Wealth Management LLC Boston, MA652KShares$32.5 Million0.46% of portfolio
-
High Tower Advisors, LLC Chicago, IL536KShares$26.7 Million0.04% of portfolio