Summit Wealth Partners, LLC Ishares Tr Transaction History
Summit Wealth Partners, LLC
- $519 Billion
- Q3 2024
A detailed history of Summit Wealth Partners, LLC transactions in Ishares Tr stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 2,248 shares of SHV stock, worth $247,235. This represents 0.05% of its overall portfolio holdings.
Number of Shares
2,248Holding current value
$247,235% of portfolio
0.05%Shares
1 transactions
Others Institutions Holding SHV
# of Institutions
725Shares Held
103MCall Options Held
3.8KPut Options Held
0-
Milliman Financial Risk Management LLC Chicago, IL18.2MShares$2 Billion31.24% of portfolio
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Jpmorgan Chase & CO New York, NY9.03MShares$993 Million0.08% of portfolio
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Black Rock Inc. New York, NY7.58MShares$834 Million0.02% of portfolio
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Morgan Stanley New York, NY6.26MShares$688 Million0.05% of portfolio
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Wells Fargo & Company San Francisco, CA3.71MShares$408 Million0.09% of portfolio