A detailed history of Modern Wealth Management, LLC transactions in Walt Disney CO stock. As of the latest transaction made, Modern Wealth Management, LLC holds 14,406 shares of DIS stock, worth $1.41 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
14,406
Previous 4,292 235.65%
Holding current value
$1.41 Million
Previous $388 Million 293.28%
% of portfolio
0.14%
Previous 0.05%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024

BUY
$89.29 - $122.36 $903,079 - $1.24 Million
10,114 Added 235.65%
14,406 $1.52 Billion
Q4 2023

Feb 14, 2024

BUY
$79.32 - $96.06 $340,441 - $412,289
4,292 New
4,292 $388 Million

Others Institutions Holding DIS

About Walt Disney Co


  • Ticker DIS
  • Exchange NYSE
  • Sector Communication Services
  • Industry Entertainment
  • Shares Outstandng 1,823,059,968
  • Market Cap $179B
  • 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...
More about DIS
Track This Portfolio

Track Modern Wealth Management, LLC Portfolio

Follow Modern Wealth Management, 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 Modern Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Modern Wealth Management, LLC with notifications on news.