Summit Wealth & Retirement Planning, Inc. State Street Corp Transaction History
Summit Wealth & Retirement Planning, Inc.
- $309 Million
- Q4 2024
A detailed history of Summit Wealth & Retirement Planning, Inc. transactions in State Street Corp stock. As of the latest transaction made, Summit Wealth & Retirement Planning, Inc. holds 4,022 shares of STT stock, worth $358,118. This represents 0.13% of its overall portfolio holdings.
Number of Shares
4,022
Previous 4,022
-0.0%
Holding current value
$358,118
Previous $355,000
10.99%
% of portfolio
0.13%
Previous 0.12%
Shares
4 transactions
Others Institutions Holding STT
# of Institutions
1,116Shares Held
246MCall Options Held
1.32MPut Options Held
2.3M-
Vanguard Group Inc Valley Forge, PA37.2MShares$3.31 Billion0.07% of portfolio
-
Black Rock Inc. New York, NY24.7MShares$2.2 Billion0.04% of portfolio
-
State Street Corp Boston, MA14.1MShares$1.26 Billion0.06% of portfolio
-
Invesco Ltd. Atlanta, GA7.51MShares$669 Million0.14% of portfolio
-
Dodge & Cox San Francisco, CA7.43MShares$661 Million0.45% of portfolio
About STATE STREET CORP
- Ticker STT
- Exchange NYSE
- Sector Financial Services
- Industry Asset Management
- Shares Outstandng 366,940,000
- Market Cap $32.7B
- Description
- State Street Corporation, through its subsidiaries, provides a range of financial products and services to institutional investors worldwide. The company offers investment servicing products and services, including custody; product accounting; daily pricing and administration; master trust and master custody; depotbank services; record-keeping; ...