Concentric Wealth Management, LLC Walt Disney CO Transaction History
Concentric Wealth Management, LLC
- $379 Million
- Q2 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 30,985 shares of DIS stock, worth $2.9 Million. This represents 0.81% of its overall portfolio holdings.
Number of Shares
30,985
Previous 30,332
2.15%
Holding current value
$2.9 Million
Previous $3.71 Million
17.11%
% of portfolio
0.81%
Previous 0.99%
Shares
28 transactions
Others Institutions Holding DIS
# of Institutions
3,343Shares Held
1.21BCall Options Held
24.1MPut Options Held
31.7M-
Vanguard Group Inc Valley Forge, PA155MShares$14.5 Billion0.3% of portfolio
-
Black Rock Inc. New York, NY122MShares$11.4 Billion0.28% of portfolio
-
State Street Corp Boston, MA77.1MShares$7.21 Billion0.34% of portfolio
-
Morgan Stanley New York, NY45.6MShares$4.26 Billion0.36% of portfolio
-
Geode Capital Management, LLC Boston, MA36.3MShares$3.39 Billion0.32% of portfolio
About Walt Disney Co
- Ticker DIS
- Exchange NYSE
- Sector Communication Services
- Industry Entertainment
- Shares Outstandng 1,823,059,968
- Market Cap $170B
- 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...