Summit Asset Management, LLC Ishares Tr Broad Usd Inbd Etfv Transaction History
Summit Asset Management, LLC
- $573 Million
- Q1 2025
A detailed history of Summit Asset Management, LLC transactions in Ishares Tr Broad Usd Inbd Etfv stock. As of the latest transaction made, Summit Asset Management, LLC holds 37,919 shares of USIG stock, worth $1.94 Million. This represents 0.34% of its overall portfolio holdings.
Number of Shares
37,919
Previous 38,475
1.45%
Holding current value
$1.94 Million
Previous $1.93 Million
0.1%
% of portfolio
0.34%
Previous 0.21%
Shares
2 transactions
Others Institutions Holding USIG
# of Institutions
463Shares Held
186MCall Options Held
8KPut Options Held
0-
Bank Of America Corp Charlotte, NC42.6MShares$2.18 Billion0.18% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO15.7MShares$804 Million2.63% of portfolio
-
Personal Capital Advisors Corp9.74MShares$499 Million2.32% of portfolio
-
Truist Financial Corp9.08MShares$465 Million0.7% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN8.24MShares$422 Million0.12% of portfolio