Summit Wealth Partners, LLC Wisdomtree Tr Emerging Mkts Hi Transaction History
Summit Wealth Partners, LLC
- $519 Billion
- Q3 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 21,057 shares of DEM stock, worth $892,606. This represents 0.18% of its overall portfolio holdings.
Number of Shares
21,057
Previous 19,217
9.57%
Holding current value
$892,606
Previous $832 Million
11.35%
% of portfolio
0.18%
Previous 0.17%
Shares
4 transactions
Others Institutions Holding DEM
# of Institutions
312Shares Held
43.5MCall Options Held
2.1KPut Options Held
0-
Morgan Stanley New York, NY6.79MShares$288 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC5.53MShares$234 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA2.93MShares$124 Million0.03% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.42MShares$103 Million0.03% of portfolio
-
Creative Planning Overland Park, KS2.21MShares$93.5 Million0.1% of portfolio