Summit Wealth & Retirement Planning, Inc. Walt Disney CO Transaction History
Summit Wealth & Retirement Planning, Inc.
- $300 Million
- Q3 2024
A detailed history of Summit Wealth & Retirement Planning, Inc. transactions in Walt Disney CO stock. As of the latest transaction made, Summit Wealth & Retirement Planning, Inc. holds 2,494 shares of DIS stock, worth $256,183. This represents 0.08% of its overall portfolio holdings.
Number of Shares
2,494
Previous 3,331
25.13%
Holding current value
$256,183
Previous $330,000
27.58%
% of portfolio
0.08%
Previous 0.12%
Shares
14 transactions
Others Institutions Holding DIS
# of Institutions
3,294Shares Held
1.2BCall Options Held
23.7MPut Options Held
31M-
Vanguard Group Inc Valley Forge, PA155MShares$15.9 Billion0.27% of portfolio
-
Black Rock Inc. New York, NY122MShares$12.6 Billion0.28% of portfolio
-
State Street Corp Boston, MA77.1MShares$7.92 Billion0.34% of portfolio
-
Morgan Stanley New York, NY45.6MShares$4.68 Billion0.36% of portfolio
-
Geode Capital Management, LLC Boston, MA37.7MShares$3.87 Billion0.3% of portfolio
About Walt Disney Co
- Ticker DIS
- Exchange NYSE
- Sector Communication Services
- Industry Entertainment
- Shares Outstandng 1,823,059,968
- Market Cap $187B
- Description
- The Walt Disney Company, together with its subsidiaries, operates as an entertainment company worldwide. It operates through two segments, Disney Media and Entertainment Distribution; and Disney Parks, Experiences and Products. The company engages in the film and episodic television content production and distribution activities, as well as oper...