Summit Wealth Group, LLC Ishares Tr Tips Bd ETF Transaction History
Summit Wealth Group, LLC
- $333 Million
- Q2 2024
A detailed history of Summit Wealth Group, LLC transactions in Ishares Tr Tips Bd ETF stock. As of the latest transaction made, Summit Wealth Group, LLC holds 15,811 shares of TIP stock, worth $1.74 Million. This represents 0.51% of its overall portfolio holdings.
Number of Shares
15,811Holding current value
$1.74 Million% of portfolio
0.51%Shares
3 transactions
Others Institutions Holding TIP
# of Institutions
1,132Shares Held
114MCall Options Held
312KPut Options Held
185K-
Black Rock Inc. New York, NY35.6MShares$3.92 Billion0.09% of portfolio
-
Bank Of America Corp Charlotte, NC11.2MShares$1.24 Billion0.11% of portfolio
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Morgan Stanley New York, NY4.39MShares$484 Million0.04% of portfolio
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Envestnet Asset Management Inc3.64MShares$401 Million0.14% of portfolio
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Charles Schwab Investment Management Inc San Francisco, CA3.34MShares$368 Million0.07% of portfolio