Summit Wealth Group, LLC Ishares Tr Esg Aware Usd Corpo Transaction History
Summit Wealth Group, LLC
- $345 Million
- Q4 2024
A detailed history of Summit Wealth Group, LLC transactions in Ishares Tr Esg Aware Usd Corpo stock. As of the latest transaction made, Summit Wealth Group, LLC holds 80,294 shares of SUSC stock, worth $1.82 Million. This represents 0.53% of its overall portfolio holdings.
Number of Shares
80,294
Previous 98,502
18.48%
Holding current value
$1.82 Million
Previous $2.34 Million
22.15%
% of portfolio
0.53%
Previous 0.68%
Shares
12 transactions
Others Institutions Holding SUSC
# of Institutions
281Shares Held
40.3MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc7.48MShares$170 Million0.06% of portfolio
-
Jpmorgan Chase & CO New York, NY3.42MShares$77.7 Million0.01% of portfolio
-
Wealthfront Advisers LLC2.38MShares$54.1 Million0.16% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA1.9MShares$43.1 Million0.18% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.74MShares$39.5 Million0.02% of portfolio