Summit Wealth Partners, LLC Ishares Msci Global Min Vol Fa Transaction History
Summit Wealth Partners, LLC
- $482 Billion
- Q2 2024
A detailed history of Summit Wealth Partners, LLC transactions in Ishares Msci Global Min Vol Fa stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 4,793 shares of ACWV stock, worth $541,944. This represents 0.1% of its overall portfolio holdings.
Number of Shares
4,793
Previous 4,758
0.74%
Holding current value
$541,944
Previous $501 Million
0.13%
% of portfolio
0.1%
Previous 0.11%
Shares
13 transactions
Others Institutions Holding ACWV
# of Institutions
330Shares Held
22MCall Options Held
300Put Options Held
0-
Sei Investments CO Oaks, PA2.72MShares$308 Million0.41% of portfolio
-
Aspiriant, LLC2.41MShares$273 Million10.3% of portfolio
-
Manufacturers Life Insurance Company, The Toronto, A62.2MShares$249 Million0.22% of portfolio
-
Rgt Wealth Advisors, LLC1.98MShares$224 Million27.92% of portfolio
-
Black Rock Inc. New York, NY1.72MShares$195 Million0.0% of portfolio