Summit Wealth Group, LLC Ishares Tr Transaction History
Summit Wealth Group, LLC
- $345 Million
- Q4 2024
A detailed history of Summit Wealth Group, LLC transactions in Ishares Tr stock. As of the latest transaction made, Summit Wealth Group, LLC holds 8,726 shares of IXUS stock, worth $624,956. This represents 0.17% of its overall portfolio holdings.
Number of Shares
8,726
Previous 8,167
6.84%
Holding current value
$624,956
Previous $593,000
2.7%
% of portfolio
0.17%
Previous 0.17%
Shares
11 transactions
Others Institutions Holding IXUS
# of Institutions
856Shares Held
484MCall Options Held
1.9KPut Options Held
700-
Black Rock Inc. New York, NY265MShares$19 Billion0.41% of portfolio
-
Acorns Advisers, LLC Irvine, CA34.2MShares$2.45 Billion21.9% of portfolio
-
Alliancebernstein L.P. New York, NY24MShares$1.72 Billion0.57% of portfolio
-
Envestnet Asset Management Inc11MShares$791 Million0.24% of portfolio
-
Factory Mutual Insurance CO Waltham, MA8.6MShares$616 Million6.28% of portfolio