Summit Wealth & Retirement Planning, Inc. Walt Disney CO Transaction History
Summit Wealth & Retirement Planning, Inc.
- $312 Million
- Q1 2025
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 2,694 shares of DIS stock, worth $297,660. This represents 0.09% of its overall portfolio holdings.
Number of Shares
2,694
Previous 2,494
8.02%
Holding current value
$297,660
Previous $277,000
4.33%
% of portfolio
0.09%
Previous 0.09%
Shares
15 transactions
Others Institutions Holding DIS
# of Institutions
3,513Shares Held
1.25BCall Options Held
29.9MPut Options Held
36.9M-
Vanguard Group Inc Valley Forge, PA156MShares$17.2 Billion0.29% of portfolio
-
Black Rock Inc. New York, NY122MShares$13.5 Billion0.28% of portfolio
-
State Street Corp Boston, MA78MShares$8.61 Billion0.35% of portfolio
-
Morgan Stanley New York, NY41.1MShares$4.54 Billion0.33% of portfolio
-
Geode Capital Management, LLC Boston, MA39.5MShares$4.37 Billion0.31% of portfolio
About Walt Disney Co
- Ticker DIS
- Exchange NYSE
- Sector Communication Services
- Industry Entertainment
- Shares Outstandng 1,823,059,968
- Market Cap $201B
- 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...