Summit Wealth Partners, LLC Ishares Barclays Transaction History
Summit Wealth Partners, LLC
- $519 Billion
- Q3 2024
A detailed history of Summit Wealth Partners, LLC transactions in Ishares Barclays stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 103,479 shares of IEF stock, worth $9.8 Million. This represents 1.96% of its overall portfolio holdings.
Number of Shares
103,479
Previous 105,245
1.68%
Holding current value
$9.8 Million
Previous $9.86 Billion
3.02%
% of portfolio
1.96%
Previous 2.05%
Shares
19 transactions
Others Institutions Holding IEF
# of Institutions
1,016Shares Held
241MCall Options Held
17.4MPut Options Held
14.1M-
Morgan Stanley New York, NY20.4MShares$1.93 Billion0.15% of portfolio
-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa20.4MShares$1.93 Billion0.83% of portfolio
-
Jpmorgan Chase & CO New York, NY20.2MShares$1.91 Billion0.17% of portfolio
-
Envestnet Asset Management Inc12.9MShares$1.23 Billion0.43% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN11.3MShares$1.07 Billion0.29% of portfolio