Summit Wealth Group LLC / CO Finwise Bancorp Transaction History
Summit Wealth Group LLC / CO
- $300 Billion
- Q3 2025
A detailed history of Summit Wealth Group LLC / CO transactions in Finwise Bancorp stock. As of the latest transaction made, Summit Wealth Group LLC / CO holds 15,695 shares of FINW stock, worth $286,119. This represents 0.05% of its overall portfolio holdings.
Number of Shares
15,695Holding current value
$286,119% of portfolio
0.05%Shares
1 transactions
Others Institutions Holding FINW
# of Institutions
50Shares Held
3.59MCall Options Held
0Put Options Held
0-
Alliancebernstein L.P. New York, NY772KShares$14.1 Million0.01% of portfolio
-
Wasatch Advisors Inc Salt Lake City, UT755KShares$13.8 Million0.08% of portfolio
-
Vanguard Group Inc Valley Forge, PA487KShares$8.88 Million0.0% of portfolio
-
Us Bancorp \De\429KShares$7.82 Million0.01% of portfolio
-
Geode Capital Management, LLC Boston, MA204KShares$3.72 Million0.0% of portfolio
About Finwise Bancorp
- Ticker FINW
- Exchange NASDAQ
- Sector Financial Services
- Industry Banks—Regional
- Shares Outstandng 12,864,800
- Market Cap $235M
- Description
- FinWise Bancorp operates as the bank holding company for FinWise Bank that provides various banking products and services to individual and corporate customers. It offers various deposit products, including interest and noninterest bearing demand, NOW, money market, and checking and savings accounts, as well as time deposits and certificates of ...