Summit Wealth Group, LLC Ishares Tr Ishares Esg Aware 1 Transaction History
Summit Wealth Group, LLC
- $333 Million
- Q2 2024
A detailed history of Summit Wealth Group, LLC transactions in Ishares Tr Ishares Esg Aware 1 stock. As of the latest transaction made, Summit Wealth Group, LLC holds 63,834 shares of SUSB stock, worth $1.59 Million. This represents 0.47% of its overall portfolio holdings.
Number of Shares
63,834
Previous 69,185
7.73%
Holding current value
$1.59 Million
Previous $1.69 Million
7.73%
% of portfolio
0.47%
Previous 1.15%
Shares
14 transactions
Others Institutions Holding SUSB
# of Institutions
273Shares Held
25.1MCall Options Held
0Put Options Held
0-
Goldman Sachs Group Inc New York, NY2.63MShares$65.7 Million0.01% of portfolio
-
Morgan Stanley New York, NY1.13MShares$28.2 Million0.0% of portfolio
-
First Pacific Financial795KShares$19.8 Million6.35% of portfolio
-
Royal Bank Of Canada Toronto, A6684KShares$17.1 Million0.0% of portfolio
-
Pfs Investments Inc. Duluth, GA675KShares$16.9 Million0.26% of portfolio