Summit Wealth & Retirement Planning, Inc. Microsoft Corp Transaction History
Summit Wealth & Retirement Planning, Inc.
- $309 Million
- Q4 2024
A detailed history of Summit Wealth & Retirement Planning, Inc. transactions in Microsoft Corp stock. As of the latest transaction made, Summit Wealth & Retirement Planning, Inc. holds 8,369 shares of MSFT stock, worth $3.42 Million. This represents 1.14% of its overall portfolio holdings.
Number of Shares
8,369
Previous 7,352
13.83%
Holding current value
$3.42 Million
Previous $3.16 Million
11.51%
% of portfolio
1.14%
Previous 1.05%
Shares
24 transactions
Others Institutions Holding MSFT
# of Institutions
6,339Shares Held
5.15BCall Options Held
81.2MPut Options Held
88.2M-
Vanguard Group Inc Valley Forge, PA684MShares$279 Billion5.17% of portfolio
-
Black Rock Inc. New York, NY554MShares$226 Billion5.69% of portfolio
-
State Street Corp Boston, MA295MShares$121 Billion5.04% of portfolio
-
Geode Capital Management, LLC Boston, MA168MShares$68.7 Billion5.64% of portfolio
-
Price T Rowe Associates Inc Baltimore, MD135MShares$55.2 Billion6.57% of portfolio
About MICROSOFT CORP
- Ticker MSFT
- Exchange NASDAQ
- Sector Technology
- Industry Software—Infrastructure
- Shares Outstandng 7,454,470,144
- Market Cap $3.04T
- Description
- Microsoft Corporation develops, licenses, and supports software, services, devices, and solutions worldwide. The company operates in three segments: Productivity and Business Processes, Intelligent Cloud, and More Personal Computing. The Productivity and Business Processes segment offers Office, Exchange, SharePoint, Microsoft Teams, Office 365 ...