Summit Wealth Partners, LLC Ishares Russell 1000 Gr ETF Transaction History
Summit Wealth Partners, LLC
- $519 Billion
- Q3 2024
A detailed history of Summit Wealth Partners, LLC transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 54,664 shares of IWF stock, worth $21.1 Million. This represents 3.95% of its overall portfolio holdings.
Number of Shares
54,664
Previous 55,567
1.63%
Holding current value
$21.1 Million
Previous $20.3 Billion
1.31%
% of portfolio
3.95%
Previous 4.2%
Shares
20 transactions
Others Institutions Holding IWF
# of Institutions
2,168Shares Held
206MCall Options Held
396KPut Options Held
84.5K-
Bank Of America Corp Charlotte, NC30.2MShares$11.7 Billion0.99% of portfolio
-
Morgan Stanley New York, NY26.1MShares$10.1 Billion0.75% of portfolio
-
Goldman Sachs Group Inc New York, NY9.53MShares$3.68 Billion0.6% of portfolio
-
Jpmorgan Chase & CO New York, NY7MShares$2.71 Billion0.22% of portfolio
-
Ubs Group Ag6.23MShares$2.41 Billion0.57% of portfolio