Summit Wealth Group, LLC Ishares Esg Aware Msci Usa Sma Transaction History
Summit Wealth Group, LLC
- $345 Million
- Q4 2024
A detailed history of Summit Wealth Group, LLC transactions in Ishares Esg Aware Msci Usa Sma stock. As of the latest transaction made, Summit Wealth Group, LLC holds 31,256 shares of ESML stock, worth $1.35 Million. This represents 0.38% of its overall portfolio holdings.
Number of Shares
31,256
Previous 30,628
2.05%
Holding current value
$1.35 Million
Previous $1.28 Million
2.58%
% of portfolio
0.38%
Previous 0.37%
Shares
16 transactions
Others Institutions Holding ESML
# of Institutions
427Shares Held
34.2MCall Options Held
0Put Options Held
0-
Tiaa Trust, National Association Charlotte, NC2.36MShares$102 Million0.3% of portfolio
-
Northern Trust Corp Chicago, IL2.01MShares$86.9 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.72MShares$74.6 Million0.01% of portfolio
-
Goldman Sachs Group Inc New York, NY1.59MShares$68.8 Million0.01% of portfolio
-
Betterment LLC New York, NY1.49MShares$64.5 Million0.15% of portfolio