Summit Wealth & Retirement Planning, Inc. Walt Disney CO Transaction History
Summit Wealth & Retirement Planning, Inc.
- $269 Million
- Q1 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 3,331 shares of DIS stock, worth $313,547. This represents 0.15% of its overall portfolio holdings.
Number of Shares
3,331
Previous 2,929
13.72%
Holding current value
$313,547
Previous $264,000
54.17%
% of portfolio
0.15%
Previous 0.11%
Shares
13 transactions
Others Institutions Holding DIS
# of Institutions
3,402Shares Held
1.2BCall Options Held
42.4MPut Options Held
37.1M-
Vanguard Group Inc Valley Forge, PA154MShares$14.5 Billion0.38% of portfolio
-
Black Rock Inc. New York, NY122MShares$11.5 Billion0.35% of portfolio
-
State Street Corp Boston, MA76MShares$7.16 Billion0.42% of portfolio
-
Morgan Stanley New York, NY47.8MShares$4.5 Billion0.48% of portfolio
-
Geode Capital Management, LLC Boston, MA35.8MShares$3.37 Billion0.41% of portfolio
About Walt Disney Co
- Ticker DIS
- Exchange NYSE
- Sector Communication Services
- Industry Entertainment
- Shares Outstandng 1,823,059,968
- Market Cap $172B
- 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...