Summit Wealth Partners, LLC Ishares Msci Eafe Min Vol Fact Transaction History
Summit Wealth Partners, LLC
- $482 Billion
- Q2 2024
A detailed history of Summit Wealth Partners, LLC transactions in Ishares Msci Eafe Min Vol Fact stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 4,289 shares of EFAV stock, worth $330,510. This represents 0.06% of its overall portfolio holdings.
Number of Shares
4,289
Previous 4,227
1.47%
Holding current value
$330,510
Previous $300 Million
0.71%
% of portfolio
0.06%
Previous 0.06%
Shares
19 transactions
Others Institutions Holding EFAV
# of Institutions
505Shares Held
63.2MCall Options Held
500Put Options Held
0-
Bank Of America Corp Charlotte, NC29.2MShares$2.25 Billion0.18% of portfolio
-
Black Rock Inc. New York, NY4.57MShares$352 Million0.01% of portfolio
-
Morgan Stanley New York, NY2.15MShares$165 Million0.01% of portfolio
-
Envestnet Asset Management Inc2.1MShares$162 Million0.05% of portfolio
-
Wharton Business Group, LLC Malvern, PA1.63MShares$126 Million5.84% of portfolio