Summit Financial, LLC Invesco ETF Tr Ii S&P Global W Transaction History
Summit Financial, LLC
- $2.54 Billion
- Q3 2024
A detailed history of Summit Financial, LLC transactions in Invesco ETF Tr Ii S&P Global W stock. As of the latest transaction made, Summit Financial, LLC holds 3,966 shares of CGW stock, worth $217,217. This represents 0.01% of its overall portfolio holdings.
Number of Shares
3,966
Previous 4,015
1.22%
Holding current value
$217,217
Previous $221,000
9.5%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding CGW
# of Institutions
207Shares Held
6.33MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY943KShares$51.7 Million0.0% of portfolio
-
Conservest Capital Advisors, Inc.572KShares$31.3 Million3.38% of portfolio
-
Ubs Group Ag492KShares$26.9 Million0.01% of portfolio
-
Weatherly Asset Management L. P.451KShares$24.7 Million2.43% of portfolio
-
1832 Asset Management L.P. Toronto, A6332KShares$18.2 Million0.04% of portfolio