Summit Wealth Partners, LLC Ishares Msci Global Min Vol Fa Transaction History

Summit Wealth Partners, LLC

  • $487 Billion
  • Q4 2024

A detailed history of Summit Wealth Partners, LLC transactions in Ishares Msci Global Min Vol Fa stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 3,725 shares of ACWV stock, worth $430,349. This represents 0.08% of its overall portfolio holdings.

Number of Shares
3,725
Previous 4,994 25.41%
Holding current value
$430,349
Previous $572 Million 28.89%
% of portfolio
0.08%
Previous 0.11%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 27, 2025
SELL
$108.6 - $115.42 $137,813 - $146,467
-1,269 Reduced 25.41%
3,725 $407 Million
Q3 2024

Oct 28, 2024
BUY
$104.5 - $114.97 $21,004 - $23,108
201 Added 4.19%
4,994 $572 Million
Q2 2024

Sep 11, 2024
BUY
$100.94 - $106.2 $3,532 - $3,717
35 Added 0.74%
4,793 $502 Million
Q4 2023

Sep 11, 2024
BUY
$93.0 - $101.11 $5,580 - $6,066
60 Added 1.28%
4,758 $478 Million
Q3 2023

Sep 11, 2024
SELL
$95.42 - $100.13 $27,671 - $29,037
-290 Reduced 5.81%
4,698 $448 Million
Q2 2023

Sep 11, 2024
BUY
$96.17 - $100.07 $3,365 - $3,502
35 Added 0.71%
4,988 $489 Million
Q1 2023

Sep 11, 2024
SELL
$92.42 - $97.48 $18,576 - $19,593
-201 Reduced 3.9%
4,953 $479 Million
Q4 2022

Sep 11, 2024
BUY
$87.85 - $98.82 $21,786 - $24,507
248 Added 5.06%
5,154 $490 Million
Q2 2022

Sep 11, 2024
SELL
$90.98 - $107.0 $35,027 - $41,195
-385 Reduced 7.28%
4,906 $464 Million
Q1 2022

Sep 11, 2024
BUY
$99.35 - $107.85 $41,727 - $45,297
420 Added 8.62%
5,291 $555 Million
Q4 2021

Sep 10, 2024
BUY
$102.29 - $108.28 $4,091 - $4,331
40 Added 0.83%
4,871 $527 Million
Q2 2021

Sep 10, 2024
BUY
$99.22 - $104.02 $3,373 - $3,536
34 Added 0.71%
4,831 $497 Million
Q4 2020

Sep 10, 2024
BUY
$89.46 - $96.91 $2,683 - $2,907
30 Added 0.63%
4,797 $465 Million
Q2 2020

Sep 10, 2024
BUY
$77.94 - $91.58 $6,780 - $7,967
87 Added 1.86%
4,767 $418 Million
Q4 2019

Sep 09, 2024
BUY
$93.18 - $96.04 $436,082 - $449,467
4,680 New
4,680 $448 Million

Others Institutions Holding ACWV

# of Institutions
342
Shares Held
20.5M
Call Options Held
300
Put Options Held
0
View Full List

About ISHARES MSCI GLOBAL MIN VOL FA

ACWV Quotes by TradingView
  • Ticker ACWV
  • Sector ETFs
  • Industry ETFs
More about ACWV
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