Summit Wealth Group, LLC Ishares Esg Aware U.S. Aggrega Transaction History
Summit Wealth Group, LLC
- $333 Million
- Q2 2024
A detailed history of Summit Wealth Group, LLC transactions in Ishares Esg Aware U.S. Aggrega stock. As of the latest transaction made, Summit Wealth Group, LLC holds 55,064 shares of EAGG stock, worth $2.64 Million. This represents 0.77% of its overall portfolio holdings.
Number of Shares
55,064
Previous 56,577
2.67%
Holding current value
$2.64 Million
Previous $2.66 Million
3.6%
% of portfolio
0.77%
Previous 1.81%
Shares
14 transactions
Others Institutions Holding EAGG
# of Institutions
387Shares Held
59.4MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC16.9MShares$812 Million0.07% of portfolio
-
Jpmorgan Chase & CO New York, NY6.67MShares$320 Million0.03% of portfolio
-
Envestnet Asset Management Inc3.92MShares$188 Million0.06% of portfolio
-
Black Rock Inc. New York, NY2.28MShares$109 Million0.0% of portfolio
-
Northwestern Mutual Wealth Management CO1.62MShares$77.7 Million0.07% of portfolio