Summit Wealth Partners, LLC Ishares Tr Transaction History
Summit Wealth Partners, LLC
- $519 Billion
- Q3 2024
A detailed history of Summit Wealth Partners, LLC transactions in Ishares Tr stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 13,594 shares of DVY stock, worth $1.81 Million. This represents 0.35% of its overall portfolio holdings.
Number of Shares
13,594
Previous 13,521
0.54%
Holding current value
$1.81 Million
Previous $1.64 Billion
12.25%
% of portfolio
0.35%
Previous 0.34%
Shares
20 transactions
Others Institutions Holding DVY
# of Institutions
1,331Shares Held
69.2MCall Options Held
640KPut Options Held
217K-
Bank Of America Corp Charlotte, NC8.15MShares$1.09 Billion0.09% of portfolio
-
Morgan Stanley New York, NY6.16MShares$822 Million0.06% of portfolio
-
International Assets Investment Management, LLC Orlando, FL4.37MShares$583 Million0.09% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA3.89MShares$519 Million0.31% of portfolio
-
Wells Fargo & Company San Francisco, CA3.68MShares$491 Million0.11% of portfolio