Summit Wealth Partners, LLC Wisdomtree Tr Emerging Mkts Ex Transaction History
Summit Wealth Partners, LLC
- $519 Billion
- Q3 2024
A detailed history of Summit Wealth Partners, LLC transactions in Wisdomtree Tr Emerging Mkts Ex stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 136,869 shares of XSOE stock, worth $4.4 Million. This represents 0.87% of its overall portfolio holdings.
Number of Shares
136,869
Previous 146,761
6.74%
Holding current value
$4.4 Million
Previous $4.5 Billion
0.57%
% of portfolio
0.87%
Previous 0.93%
Shares
14 transactions
Others Institutions Holding XSOE
# of Institutions
242Shares Held
38.2MCall Options Held
0Put Options Held
0-
Harel Insurance Investments & Financial Services Ltd.3.8MShares$122 Million2.16% of portfolio
-
Morgan Stanley New York, NY3.48MShares$112 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC2.04MShares$65.5 Million0.01% of portfolio
-
Clal Insurance Enterprises Holdings LTD Tel Aviv, L31.81MShares$58.2 Million0.58% of portfolio
-
Valmark Advisers, Inc.1.59MShares$51.1 Million0.83% of portfolio