Summit Wealth Partners, LLC Wisdomtree Tr Emerging Mkts Hi Transaction History
Summit Wealth Partners, LLC
- $482 Billion
- Q2 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 19,217 shares of DEM stock, worth $824,601. This represents 0.17% of its overall portfolio holdings.
Number of Shares
19,217
Previous 14,193
35.4%
Holding current value
$824,601
Previous $594 Million
40.15%
% of portfolio
0.17%
Previous 0.13%
Shares
3 transactions
Others Institutions Holding DEM
# of Institutions
318Shares Held
43.5MCall Options Held
2.1KPut Options Held
0-
Morgan Stanley New York, NY6.79MShares$292 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC5.53MShares$237 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA2.93MShares$126 Million0.03% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.42MShares$104 Million0.03% of portfolio
-
Creative Planning Overland Park, KS2.28MShares$97.9 Million0.11% of portfolio