Trademark Financial Management, LLC Wisdomtree Emerging Markets Sm Transaction History
Trademark Financial Management, LLC
- $126 Billion
- Q3 2024
A detailed history of Trademark Financial Management, LLC transactions in Wisdomtree Emerging Markets Sm stock. As of the latest transaction made, Trademark Financial Management, LLC holds 3,796 shares of DGS stock, worth $186,459. This represents 0.16% of its overall portfolio holdings.
Number of Shares
3,796
Previous 3,952
3.95%
Holding current value
$186,459
Previous $203 Million
0.27%
% of portfolio
0.16%
Previous 0.17%
Shares
4 transactions
Others Institutions Holding DGS
# of Institutions
248Shares Held
29.2MCall Options Held
17.4KPut Options Held
100-
Creative Planning Overland Park, KS13.1MShares$643 Million0.7% of portfolio
-
Bank Of America Corp Charlotte, NC1.18MShares$57.8 Million0.01% of portfolio
-
Unison Advisors LLC816KShares$40.1 Million5.3% of portfolio
-
Morgan Stanley New York, NY717KShares$35.2 Million0.0% of portfolio
-
Congress Wealth Management LLC Boston, MA641KShares$31.5 Million0.48% of portfolio