Summit Wealth Partners, LLC Ishares Russell Mid Cap ETF Transaction History
Summit Wealth Partners, LLC
- $519 Billion
- Q3 2024
A detailed history of Summit Wealth Partners, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 95,842 shares of IWR stock, worth $8.51 Million. This represents 1.63% of its overall portfolio holdings.
Number of Shares
95,842
Previous 101,034
5.14%
Holding current value
$8.51 Million
Previous $8.19 Billion
3.12%
% of portfolio
1.63%
Previous 1.7%
Shares
20 transactions
Others Institutions Holding IWR
# of Institutions
1,358Shares Held
341MCall Options Held
126KPut Options Held
14.1K-
Bank Of America Corp Charlotte, NC58.5MShares$5.2 Billion0.42% of portfolio
-
Jones Financial Companies Lllp41.3MShares$3.66 Billion3.87% of portfolio
-
Wells Fargo & Company San Francisco, CA33.4MShares$2.97 Billion0.67% of portfolio
-
Us Bancorp \De\21.1MShares$1.87 Billion2.41% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA13.7MShares$1.22 Billion0.74% of portfolio