Summit Asset Management, LLC American Centy ETF Tr Sustaina Transaction History
Summit Asset Management, LLC
- $900 Million
- Q4 2024
A detailed history of Summit Asset Management, LLC transactions in American Centy ETF Tr Sustaina stock. As of the latest transaction made, Summit Asset Management, LLC holds 3,510 shares of ESGA stock, worth $252,053. This represents 0.03% of its overall portfolio holdings.
Number of Shares
3,510
Previous 3,510
-0.0%
Holding current value
$252,053
Previous $246,000
0.41%
% of portfolio
0.03%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding ESGA
# of Institutions
25Shares Held
2.85MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc2.37MShares$170 Million0.06% of portfolio
-
Merriman Wealth Management, LLC261KShares$18.8 Million0.8% of portfolio
-
Sunpointe, LLC St. Louis, MO77.3KShares$5.55 Million2.74% of portfolio
-
Kestra Advisory Services, LLC29.2KShares$2.1 Million0.01% of portfolio
-
Financial Counselors Inc24.3KShares$1.75 Million0.03% of portfolio