Summit Financial, LLC Ishares Tr Transaction History
Summit Financial, LLC
- $2.18 Billion
- Q2 2024
A detailed history of Summit Financial, LLC transactions in Ishares Tr stock. As of the latest transaction made, Summit Financial, LLC holds 7,237 shares of MBB stock, worth $699,166. This represents 0.03% of its overall portfolio holdings.
Number of Shares
7,237
Previous 5,739
26.1%
Holding current value
$699,166
Previous $530,000
25.28%
% of portfolio
0.03%
Previous 0.03%
Shares
5 transactions
Others Institutions Holding MBB
# of Institutions
907Shares Held
311MCall Options Held
242KPut Options Held
1.64M-
Bank Of America Corp Charlotte, NC72.8MShares$7.03 Billion0.6% of portfolio
-
Jpmorgan Chase & CO New York, NY29.1MShares$2.82 Billion0.24% of portfolio
-
Envestnet Asset Management Inc25MShares$2.42 Billion0.82% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.1MShares$1.74 Billion0.84% of portfolio
-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa16.9MShares$1.63 Billion0.68% of portfolio