Summit Asset Management, LLC American Centy ETF Tr Sustaina Transaction History
Summit Asset Management, LLC
- $639 Million
- Q3 2025
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 4,860 shares of ESGA stock, worth $348,996. This represents 0.05% of its overall portfolio holdings.
Number of Shares
4,860
Previous 4,860
-0.0%
Holding current value
$348,996
Previous $348,000
-0.0%
% of portfolio
0.05%
Previous 0.06%
Shares
3 transactions
Others Institutions Holding ESGA
# of Institutions
25Shares Held
3.14MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc2.71MShares$195 Million0.06% of portfolio
-
Merriman Wealth Management, LLC261KShares$18.8 Million0.8% of portfolio
-
Sunpointe, LLC St. Louis, MO68.5KShares$4.92 Million1.91% of portfolio
-
Midwest Trust CO Overland Park, KS22KShares$1.58 Million0.02% of portfolio
-
Steel Peak Wealth Management LLC8.47KShares$608,4460.02% of portfolio