Summit Asset Management, LLC American Centy ETF Tr Sustaina Transaction History
Summit Asset Management, LLC
- $605 Million
- Q2 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 0.06% of its overall portfolio holdings.
Number of Shares
4,860
Previous 3,510
38.46%
Holding current value
$348,996
Previous $252,000
38.1%
% of portfolio
0.06%
Previous 0.04%
Shares
3 transactions
Others Institutions Holding ESGA
# of Institutions
21Shares Held
2.62MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc2.21MShares$158 Million0.05% of portfolio
-
Merriman Wealth Management, LLC261KShares$18.8 Million0.8% of portfolio
-
Sunpointe, LLC St. Louis, MO68.7KShares$4.93 Million1.97% of portfolio
-
Midwest Trust CO Overland Park, KS25.6KShares$1.84 Million0.03% of portfolio
-
Mml Investors Services, LLC Springfield, MA7.77KShares$557,6040.0% of portfolio