A detailed history of Summit Investment Advisory Services, LLC transactions in Wiswisdomtree Tr stock. As of the latest transaction made, Summit Investment Advisory Services, LLC holds 5,259 shares of DNL stock, worth $198,211. This represents 0.11% of its overall portfolio holdings.

Number of Shares
5,259
Holding current value
$198,211
% of portfolio
0.11%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024

BUY
$36.65 - $40.81 $192,742 - $214,619
5,259 New
5,259 $207 Million
Q1 2024

Apr 18, 2024

SELL
$35.41 - $39.06 $6,834 - $7,538
-193 Reduced 3.52%
5,295 $206 Million
Q4 2023

Jan 18, 2024

BUY
$31.84 - $37.1 $174,737 - $203,604
5,488 New
5,488 $203 Million
Q4 2022

Feb 02, 2023

BUY
$27.4 - $33.63 $188,594 - $231,475
6,883 New
6,883 $222 Million

Others Institutions Holding DNL

About WISWISDOMTREE TR


  • Ticker DNL
  • Sector ETFs
  • Industry ETFs
More about DNL
Track This Portfolio

Track Summit Investment Advisory Services, LLC Portfolio

Follow Summit Investment Advisory Services, 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 Investment Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Summit Investment Advisory Services, LLC with notifications on news.