Summit Wealth Partners, LLC Wisdomtree Tr Emerging Mkts Hi Transaction History

Summit Wealth Partners, LLC

  • $487 Billion
  • Q4 2024

A detailed history of Summit Wealth Partners, LLC transactions in Wisdomtree Tr Emerging Mkts Hi stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 20,619 shares of DEM stock, worth $851,152. This represents 0.17% of its overall portfolio holdings.

Number of Shares
20,619
Previous 21,057 2.08%
Holding current value
$851,152
Previous $927 Million 9.91%
% of portfolio
0.17%
Previous 0.18%

Shares

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

Jan 27, 2025
SELL
$40.41 - $45.12 $17,699 - $19,762
-438 Reduced 2.08%
20,619 $835 Million
Q3 2024

Oct 28, 2024
BUY
$40.48 - $45.39 $74,483 - $83,517
1,840 Added 9.57%
21,057 $927 Million
Q2 2024

Sep 11, 2024
BUY
$40.93 - $44.6 $205,632 - $224,070
5,024 Added 35.4%
19,217 $832 Million
Q1 2024

Sep 11, 2024
BUY
$38.38 - $42.63 $214,006 - $237,704
5,576 Added 64.71%
14,193 $594 Million
Q4 2023

Sep 11, 2024
BUY
$36.36 - $40.7 $313,314 - $350,711
8,617 New
8,617 $351 Million

Others Institutions Holding DEM

# of Institutions
329
Shares Held
45.2M
Call Options Held
4.9K
Put Options Held
0
View Full List

About WISDOMTREE TR EMERGING MKTS HI

DEM Quotes by TradingView
  • Ticker DEM
  • Sector ETFs
  • Industry ETFs
More about DEM
Track This Portfolio

Track Summit Wealth Partners, LLC Portfolio

Follow Summit Wealth Partners, 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 Summit Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Summit Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email