Venturi Wealth Management, LLC Wisdomtree Emerging Markets Sm Transaction History
Venturi Wealth Management, LLC
- $1.88 Billion
- Q4 2024
A detailed history of Venturi Wealth Management, LLC transactions in Wisdomtree Emerging Markets Sm stock. As of the latest transaction made, Venturi Wealth Management, LLC holds 628 shares of DGS stock, worth $30,558. This represents 0.0% of its overall portfolio holdings.
Number of Shares
628
Previous 628
-0.0%
Holding current value
$30,558
Previous $33,000
9.09%
% of portfolio
0.0%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding DGS
# of Institutions
255Shares Held
25MCall Options Held
0Put Options Held
100-
Creative Planning Overland Park, KS8.92MShares$434 Million0.43% of portfolio
-
Bank Of America Corp Charlotte, NC1.2MShares$58.3 Million0.01% of portfolio
-
Unison Advisors LLC807KShares$39.3 Million5.06% of portfolio
-
Congress Wealth Management LLC Boston, MA652KShares$31.7 Million0.46% of portfolio
-
High Tower Advisors, LLC Chicago, IL536KShares$26.1 Million0.04% of portfolio