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 $569,066. This represents 0.11% of its overall portfolio holdings.
Number of Shares
4,994
Previous 4,793
4.19%
Holding current value
$569,066
Previous $502 Million
14.04%
% of portfolio
0.11%
Previous 0.1%
Shares
14 transactions
Others Institutions Holding ACWV
# of Institutions
337Shares Held
21.6MCall Options Held
2.5KPut Options Held
1.8K-
Sei Investments CO Oaks, PA2.66MShares$304 Million0.41% of portfolio
-
Aspiriant, LLC2.41MShares$275 Million10.59% of portfolio
-
Rgt Wealth Advisors, LLC1.98MShares$225 Million27.92% of portfolio
-
Manufacturers Life Insurance Company, The Toronto, A61.85MShares$211 Million0.2% of portfolio
-
Black Rock Inc. New York, NY1.72MShares$196 Million0.0% of portfolio