Summit Wealth Partners, LLC Ishares Core S&P U.S. Value Et Transaction History
Summit Wealth Partners, LLC
- $519 Billion
- Q3 2024
A detailed history of Summit Wealth Partners, LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 34,440 shares of IUSV stock, worth $3.27 Million. This represents 0.63% of its overall portfolio holdings.
Number of Shares
34,440
Previous 33,927
1.51%
Holding current value
$3.27 Million
Previous $2.99 Billion
9.99%
% of portfolio
0.63%
Previous 0.62%
Shares
20 transactions
Others Institutions Holding IUSV
# of Institutions
700Shares Held
158MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC63.3MShares$6.02 Billion0.5% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$1.23 Billion0.58% of portfolio
-
Morgan Stanley New York, NY8.58MShares$816 Million0.06% of portfolio
-
Ronald Blue Trust, Inc. Brentwood, TN4.91MShares$467 Million5.88% of portfolio
-
Signaturefd, LLC Atlanta, GA4.31MShares$410 Million7.92% of portfolio