Sterling Financial Planning, Inc. Wisdomtree Emerging Markets Sm Transaction History
Sterling Financial Planning, Inc.
- $263 Million
- Q3 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 39,862 shares of DGS stock, worth $2.04 Million. This represents 0.81% of its overall portfolio holdings.
Number of Shares
39,862
Previous 39,123
1.89%
Holding current value
$2.04 Million
Previous $2.01 Million
6.36%
% of portfolio
0.81%
Previous 0.84%
Shares
16 transactions
Others Institutions Holding DGS
# of Institutions
240Shares Held
28.3MCall Options Held
200Put Options Held
0-
Creative Planning Overland Park, KS13.1MShares$670 Million0.7% of portfolio
-
Bank Of America Corp Charlotte, NC1.18MShares$60.2 Million0.01% of portfolio
-
Unison Advisors LLC816KShares$41.7 Million5.3% of portfolio
-
Cerity Partners LLC New York, NY776KShares$39.7 Million0.11% of portfolio
-
Morgan Stanley New York, NY683KShares$34.9 Million0.0% of portfolio