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 $867,337. This represents 0.18% of its overall portfolio holdings.
Number of Shares
21,057
Previous 19,217
9.57%
Holding current value
$867,337
Previous $832 Million
11.35%
% of portfolio
0.18%
Previous 0.17%
Shares
4 transactions
Others Institutions Holding DEM
# of Institutions
325Shares Held
44.5MCall Options Held
4.9KPut Options Held
0-
Morgan Stanley New York, NY7.14MShares$294 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC5.67MShares$234 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA2.97MShares$122 Million0.03% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.51MShares$103 Million0.03% of portfolio
-
Creative Planning Overland Park, KS2.21MShares$90.9 Million0.1% of portfolio