Summit Asset Management, LLC Wisdomtree Tr Transaction History
Summit Asset Management, LLC
- $866 Million
- Q3 2024
A detailed history of Summit Asset Management, LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Summit Asset Management, LLC holds 440,499 shares of IHDG stock, worth $19.4 Million. This represents 2.32% of its overall portfolio holdings.
Number of Shares
440,499
Previous 422,497
4.26%
Holding current value
$19.4 Million
Previous $19.3 Million
4.51%
% of portfolio
2.32%
Previous 2.28%
Shares
29 transactions
Others Institutions Holding IHDG
# of Institutions
253Shares Held
47.3MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY6.71MShares$296 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.07MShares$224 Million0.11% of portfolio
-
Bank Of America Corp Charlotte, NC3.35MShares$148 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.51MShares$111 Million0.03% of portfolio
-
Envestnet Asset Management Inc1.41MShares$62.3 Million0.02% of portfolio