Summit Asset Management, LLC Wisdomtree Tr Transaction History
Summit Asset Management, LLC
- $844 Million
- Q2 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 422,497 shares of IHDG stock, worth $18.7 Million. This represents 2.28% of its overall portfolio holdings.
Number of Shares
422,497
Previous 404,388
4.48%
Holding current value
$18.7 Million
Previous $18.6 Million
3.68%
% of portfolio
2.28%
Previous 2.21%
Shares
28 transactions
Others Institutions Holding IHDG
# of Institutions
243Shares Held
47.8MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY6.55MShares$290 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.33MShares$236 Million0.12% of portfolio
-
Bank Of America Corp Charlotte, NC3.25MShares$144 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.34MShares$103 Million0.03% of portfolio
-
Ubs Group Ag1.36MShares$60.3 Million0.02% of portfolio