Summit Asset Management, LLC Wisdomtree Tr Transaction History
Summit Asset Management, LLC
- $841 Million
- Q1 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 404,388 shares of IHDG stock, worth $18.4 Million. This represents 2.21% of its overall portfolio holdings.
Number of Shares
404,388
Previous 384,589
5.15%
Holding current value
$18.4 Million
Previous $16.1 Million
15.04%
% of portfolio
2.21%
Previous 2.19%
Shares
27 transactions
Others Institutions Holding IHDG
# of Institutions
235Shares Held
39MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY5.14MShares$234 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.62MShares$165 Million0.09% of portfolio
-
Bank Of America Corp Charlotte, NC3.03MShares$138 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.16MShares$98.3 Million0.03% of portfolio
-
Ubs Group Ag1.3MShares$59 Million0.02% of portfolio