Summit Wealth Partners, LLC Wisdomtree Tr Emerging Mkts Hi Transaction History
Summit Wealth Partners, LLC
- $554 Billion
- Q3 2025
A detailed history of Summit Wealth Partners, LLC transactions in Wisdomtree Tr Emerging Mkts Hi stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 15,195 shares of DEM stock, worth $714,620. This represents 0.13% of its overall portfolio holdings.
Number of Shares
15,195
Previous 15,500
1.97%
Holding current value
$714,620
Previous $702 Million
0.45%
% of portfolio
0.13%
Previous 0.13%
Shares
8 transactions
Others Institutions Holding DEM
# of Institutions
363Shares Held
50.3MCall Options Held
15.1KPut Options Held
0-
Morgan Stanley New York, NY8.45MShares$397 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC5.7MShares$268 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA3.05MShares$143 Million0.03% of portfolio
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Lpl Financial LLC Fort Mill, SC2.57MShares$121 Million0.04% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.42MShares$114 Million0.03% of portfolio