Concentric Wealth Management, LLC Walt Disney CO Transaction History
Concentric Wealth Management, LLC
- $473 Million
- Q3 2024
A detailed history of Concentric Wealth Management, LLC transactions in Walt Disney CO stock. As of the latest transaction made, Concentric Wealth Management, LLC holds 31,981 shares of DIS stock, worth $3.6 Million. This represents 0.65% of its overall portfolio holdings.
Number of Shares
31,981
Previous 30,985
3.21%
Holding current value
$3.6 Million
Previous $3.08 Million
0.03%
% of portfolio
0.65%
Previous 0.81%
Shares
29 transactions
Others Institutions Holding DIS
# of Institutions
3,274Shares Held
1.19BCall Options Held
34.5MPut Options Held
39.9M-
Vanguard Group Inc Valley Forge, PA155MShares$17.5 Billion0.27% of portfolio
-
Black Rock Inc. New York, NY122MShares$13.8 Billion0.28% of portfolio
-
State Street Corp Boston, MA77.6MShares$8.73 Billion0.31% of portfolio
-
Morgan Stanley New York, NY40.1MShares$4.52 Billion0.29% of portfolio
-
Geode Capital Management, LLC Boston, MA37.7MShares$4.24 Billion0.3% of portfolio
About Walt Disney Co
- Ticker DIS
- Exchange NYSE
- Sector Communication Services
- Industry Entertainment
- Shares Outstandng 1,823,059,968
- Market Cap $205B
- Description
- The Walt Disney Company, together with its subsidiaries, operates as an entertainment company worldwide. It operates through two segments, Disney Media and Entertainment Distribution; and Disney Parks, Experiences and Products. The company engages in the film and episodic television content production and distribution activities, as well as oper...