Summit Wealth Group, LLC Ishares Tr Esg Aware Usd Corpo Transaction History
Summit Wealth Group, LLC
- $347 Million
- Q3 2024
A detailed history of Summit Wealth Group, LLC transactions in Ishares Tr Esg Aware Usd Corpo stock. As of the latest transaction made, Summit Wealth Group, LLC holds 98,502 shares of SUSC stock, worth $2.24 Million. This represents 0.68% of its overall portfolio holdings.
Number of Shares
98,502
Previous 95,901
2.71%
Holding current value
$2.24 Million
Previous $2.18 Million
7.53%
% of portfolio
0.68%
Previous 0.65%
Shares
11 transactions
Others Institutions Holding SUSC
# of Institutions
262Shares Held
39.9MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc7.98MShares$181 Million0.06% of portfolio
-
Jpmorgan Chase & CO New York, NY3.16MShares$71.7 Million0.01% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA2.68MShares$60.8 Million0.23% of portfolio
-
Wealthfront Advisers LLC2.39MShares$54.3 Million0.18% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.76MShares$39.9 Million0.01% of portfolio