Summit Wealth Group, LLC Ishares Inc Transaction History
Summit Wealth Group, LLC
- $398 Million
- Q3 2025
A detailed history of Summit Wealth Group, LLC transactions in Ishares Inc stock. As of the latest transaction made, Summit Wealth Group, LLC holds 9,313 shares of IEMG stock, worth $499,549. This represents 0.13% of its overall portfolio holdings.
Number of Shares
9,313
Previous 9,523
2.21%
Holding current value
$499,549
Previous $572,000
12.76%
% of portfolio
0.13%
Previous 0.15%
Shares
15 transactions
Others Institutions Holding IEMG
# of Institutions
2,240Shares Held
1.47BCall Options Held
103KPut Options Held
22.2K-
Bank Of America Corp Charlotte, NC171MShares$9.17 Billion0.64% of portfolio
-
Morgan Stanley New York, NY98.8MShares$5.3 Billion0.33% of portfolio
-
Creative Planning Overland Park, KS75.1MShares$4.03 Billion3.12% of portfolio
-
Envestnet Asset Management Inc70.1MShares$3.76 Billion1.16% of portfolio
-
Wells Fargo & Company San Francisco, CA57.5MShares$3.08 Billion0.61% of portfolio