Summit Wealth Partners, LLC Ishares Msci Acwi Ex Us ETF Transaction History

Summit Wealth Partners, LLC

$482 Billion
Q2 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Sep 11, 2024	SELL	$51.16 - $55.11 $268,692 - $289,437	-5,252 Closed	0 $0
Q1 2024 Sep 11, 2024	SELL	$48.96 - $53.42 $44,308 - $48,345	-905 Reduced 14.7%	5,252 $280 Million
Q4 2023 Sep 11, 2024	SELL	$44.98 - $51.04 $6,791 - $7,707	-151 Reduced 2.39%	6,157 $314 Million
Q3 2023 Sep 11, 2024	BUY	$46.8 - $51.15 $3,977 - $4,347	85 Added 1.37%	6,308 $297 Million
Q2 2023 Sep 11, 2024	SELL	$47.82 - $50.2 $42,464 - $44,577	-888 Reduced 12.49%	6,223 $306 Million
Q1 2023 Sep 11, 2024	SELL	$45.79 - $50.03 $148,817 - $162,597	-3,250 Reduced 31.37%	7,111 $347 Million
Q4 2022 Sep 11, 2024	SELL	$39.69 - $47.23 $29,291 - $34,855	-738 Reduced 6.65%	10,361 $471 Million
Q3 2022 Sep 11, 2024	SELL	$39.97 - $47.36 $30,137 - $35,709	-754 Reduced 6.36%	11,099 $444 Million
Q2 2022 Sep 11, 2024	BUY	$44.36 - $53.2 $525,799 - $630,579	11,853 New	11,853 $533 Million

Others Institutions Holding ACWX

# of Institutions

487

Shares Held

65.7M

Call Options Held

800

Put Options Held

95.9K

About ISHARES MSCI ACWI EX US ETF

Ticker ACWX
Sector ETFs
Industry ETFs

More about ACWX

Track This Portfolio

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.