Integrated Wealth Concepts LLC Wisdomtree Emerging Markets Sm Transaction History

Integrated Wealth Concepts LLC

  • $8.16 Billion
  • Q4 2024

A detailed history of Integrated Wealth Concepts LLC transactions in Wisdomtree Emerging Markets Sm stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 14,360 shares of DGS stock, worth $721,446. This represents 0.01% of its overall portfolio holdings.

Number of Shares
14,360
Previous 10,241 40.22%
Holding current value
$721,446
Previous $549,000 27.87%
% of portfolio
0.01%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
BUY
$48.87 - $53.53 $201,295 - $220,490
4,119 Added 40.22%
14,360 $702,000
Q3 2024

Nov 14, 2024
SELL
$48.46 - $54.37 $46,618 - $52,303
-962 Reduced 8.59%
10,241 $549,000
Q2 2024

Aug 14, 2024
BUY
$49.52 - $53.11 $554,772 - $594,991
11,203 New
11,203 $576,000
Q3 2023

Nov 15, 2023
BUY
$46.01 - $49.91 $535,096 - $580,453
11,630 New
11,630 $538,000
Q2 2022

Aug 08, 2022
SELL
$44.64 - $54.52 $288,776 - $352,689
-6,469 Closed
0 $0
Q1 2022

May 12, 2022
BUY
$49.9 - $53.95 $322,803 - $349,002
6,469 New
6,469 $345,000

Others Institutions Holding DGS

# of Institutions
253
Shares Held
24.9M
Call Options Held
0
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
Track This Portfolio

Track Integrated Wealth Concepts LLC Portfolio

Follow Integrated Wealth Concepts 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 Integrated Wealth Concepts LLC, based on Form 13F filings with the SEC.

News

Stay updated on Integrated Wealth Concepts LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email