Summit Wealth Partners, LLC Ishares Short Term National Mu Transaction History
Summit Wealth Partners, LLC
- $482 Billion
- Q2 2024
A detailed history of Summit Wealth Partners, LLC transactions in Ishares Short Term National Mu stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 3,384 shares of SUB stock, worth $359,008. This represents 0.07% of its overall portfolio holdings.
Number of Shares
3,384
Previous 3,366
0.53%
Holding current value
$359,008
Previous $353 Million
0.35%
% of portfolio
0.07%
Previous 0.08%
Shares
9 transactions
Others Institutions Holding SUB
# of Institutions
812Shares Held
68.4MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.99MShares$741 Million0.07% of portfolio
-
Envestnet Asset Management Inc6.19MShares$657 Million0.23% of portfolio
-
Mercer Global Advisors Inc Denver, CO6.04MShares$641 Million1.6% of portfolio
-
Morgan Stanley New York, NY3.6MShares$382 Million0.03% of portfolio
-
Sei Investments CO Oaks, PA2.52MShares$267 Million0.38% of portfolio