Summit Wealth Partners, LLC Ishares Msci Global Min Vol Fa Transaction History
Summit Wealth Partners, LLC
- $519 Billion
- Q3 2024
A detailed history of Summit Wealth Partners, LLC transactions in Ishares Msci Global Min Vol Fa stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 4,994 shares of ACWV stock, worth $567,118. This represents 0.11% of its overall portfolio holdings.
Number of Shares
4,994
Previous 4,793
4.19%
Holding current value
$567,118
Previous $502 Million
14.04%
% of portfolio
0.11%
Previous 0.1%
Shares
14 transactions
Others Institutions Holding ACWV
# of Institutions
331Shares Held
21.2MCall Options Held
300Put Options Held
0-
Sei Investments CO Oaks, PA2.66MShares$302 Million0.41% of portfolio
-
Aspiriant, LLC2.41MShares$274 Million10.59% of portfolio
-
Rgt Wealth Advisors, LLC1.98MShares$225 Million27.92% of portfolio
-
Manufacturers Life Insurance Company, The Toronto, A61.85MShares$210 Million0.2% of portfolio
-
Black Rock Inc. New York, NY1.72MShares$196 Million0.0% of portfolio