Discipline Wealth Solutions, LLC Wisdomtree Emerging Markets Sm Transaction History
Discipline Wealth Solutions, LLC
- $207 Million
- Q4 2024
A detailed history of Discipline Wealth Solutions, LLC transactions in Wisdomtree Emerging Markets Sm stock. As of the latest transaction made, Discipline Wealth Solutions, LLC holds 4,103 shares of DGS stock, worth $199,159. This represents 0.1% of its overall portfolio holdings.
Number of Shares
4,103
Previous 4,495
8.72%
Holding current value
$199,159
Previous $241,000
17.01%
% of portfolio
0.1%
Previous 0.13%
Shares
2 transactions
Others Institutions Holding DGS
# of Institutions
255Shares Held
25MCall Options Held
0Put Options Held
100-
Creative Planning Overland Park, KS8.92MShares$433 Million0.43% of portfolio
-
Bank Of America Corp Charlotte, NC1.2MShares$58.2 Million0.01% of portfolio
-
Unison Advisors LLC807KShares$39.2 Million5.06% of portfolio
-
Congress Wealth Management LLC Boston, MA652KShares$31.6 Million0.46% of portfolio
-
High Tower Advisors, LLC Chicago, IL536KShares$26 Million0.04% of portfolio