Summit Wealth Partners, LLC Ishares Msci Acwi ETF Transaction History
Summit Wealth Partners, LLC
- $519 Billion
- Q3 2024
A detailed history of Summit Wealth Partners, LLC transactions in Ishares Msci Acwi ETF stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 5,735 shares of ACWI stock, worth $690,092. This represents 0.13% of its overall portfolio holdings.
Number of Shares
5,735
Previous 5,113
12.17%
Holding current value
$690,092
Previous $575 Million
19.3%
% of portfolio
0.13%
Previous 0.12%
Shares
13 transactions
Others Institutions Holding ACWI
# of Institutions
737Shares Held
77.6MCall Options Held
1.75MPut Options Held
1.84M-
Morgan Stanley New York, NY7.51MShares$904 Million0.07% of portfolio
-
Johns Hopkins University Baltimore, MD6.22MShares$748 Million27.85% of portfolio
-
Bank Of America Corp Charlotte, NC3.73MShares$449 Million0.04% of portfolio
-
Mkp Capital Management, L.L.C. New York, NY2.94MShares$354 Million29.98% of portfolio
-
P/E Global LLC2.11MShares$254 Million69.96% of portfolio