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 4,994 shares of ACWV stock, worth $566,119. This represents 0.11% of its overall portfolio holdings.

Number of Shares
4,994
Previous 4,793 4.19%
Holding current value
$566,119
Previous $502 Million 14.04%
% of portfolio
0.11%
Previous 0.1%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 28, 2024

BUY
$104.5 - $114.97 $21,004 - $23,108
201 Added 4.19%
4,994 $572 Million
Q2 2024

Sep 11, 2024

BUY
$100.94 - $106.2 $3,532 - $3,717
35 Added 0.74%
4,793 $502 Million
Q4 2023

Sep 11, 2024

BUY
$93.0 - $101.11 $5,580 - $6,066
60 Added 1.28%
4,758 $478 Million
Q3 2023

Sep 11, 2024

SELL
$95.42 - $100.13 $27,671 - $29,037
-290 Reduced 5.81%
4,698 $448 Million
Q2 2023

Sep 11, 2024

BUY
$96.17 - $100.07 $3,365 - $3,502
35 Added 0.71%
4,988 $489 Million
Q1 2023

Sep 11, 2024

SELL
$92.42 - $97.48 $18,576 - $19,593
-201 Reduced 3.9%
4,953 $479 Million
Q4 2022

Sep 11, 2024

BUY
$87.85 - $98.82 $21,786 - $24,507
248 Added 5.06%
5,154 $490 Million
Q2 2022

Sep 11, 2024

SELL
$90.98 - $107.0 $35,027 - $41,195
-385 Reduced 7.28%
4,906 $464 Million
Q1 2022

Sep 11, 2024

BUY
$99.35 - $107.85 $41,727 - $45,297
420 Added 8.62%
5,291 $555 Million
Q4 2021

Sep 10, 2024

BUY
$102.29 - $108.28 $4,091 - $4,331
40 Added 0.83%
4,871 $527 Million
Q2 2021

Sep 10, 2024

BUY
$99.22 - $104.02 $3,373 - $3,536
34 Added 0.71%
4,831 $497 Million
Q4 2020

Sep 10, 2024

BUY
$89.46 - $96.91 $2,683 - $2,907
30 Added 0.63%
4,797 $465 Million
Q2 2020

Sep 10, 2024

BUY
$77.94 - $91.58 $6,780 - $7,967
87 Added 1.86%
4,767 $418 Million
Q4 2019

Sep 09, 2024

BUY
$93.18 - $96.04 $436,082 - $449,467
4,680 New
4,680 $448 Million

Others Institutions Holding ACWV

About ISHARES MSCI GLOBAL MIN VOL FA


  • Ticker ACWV
  • Sector ETFs
  • Industry ETFs
More about ACWV
Track This Portfolio

Track Summit Wealth Partners, LLC Portfolio

Follow Summit Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Summit Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Summit Wealth Partners, LLC with notifications on news.