Summit Wealth Partners, LLC Wisdomtree Tr Emerging Mkts Hi Transaction History
Summit Wealth Partners, LLC
- $487 Billion
- Q4 2024
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 20,619 shares of DEM stock, worth $871,977. This represents 0.17% of its overall portfolio holdings.
Number of Shares
20,619
Previous 21,057
2.08%
Holding current value
$871,977
Previous $927 Million
9.91%
% of portfolio
0.17%
Previous 0.18%
Shares
5 transactions
Others Institutions Holding DEM
# of Institutions
341Shares Held
46.4MCall Options Held
5.8KPut Options Held
5.4K-
Morgan Stanley New York, NY7.37MShares$312 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC5.51MShares$233 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA3.13MShares$133 Million0.03% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.71MShares$114 Million0.03% of portfolio
-
Creative Planning Overland Park, KS2.23MShares$94.3 Million0.09% of portfolio