Summit Wealth Partners, LLC Invesco ETF Tr Ii Taxable Mun Transaction History
Summit Wealth Partners, LLC
- $519 Billion
- Q3 2024
A detailed history of Summit Wealth Partners, LLC transactions in Invesco ETF Tr Ii Taxable Mun stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 8,342 shares of BAB stock, worth $219,227. This represents 0.04% of its overall portfolio holdings.
Number of Shares
8,342
Previous 8,342
-0.0%
Holding current value
$219,227
Previous $220 Million
4.51%
% of portfolio
0.04%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding BAB
# of Institutions
205Shares Held
24.4MCall Options Held
83.9KPut Options Held
15.7K-
State Of Wisconsin Investment Board Madison, WI1.32MShares$34.7 Million0.1% of portfolio
-
Pfs Investments Inc. Duluth, GA1.26MShares$33.2 Million0.55% of portfolio
-
Bank Of America Corp Charlotte, NC1.25MShares$32.8 Million0.0% of portfolio
-
Envestnet Asset Management Inc1.13MShares$29.6 Million0.01% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA1.06MShares$27.8 Million0.02% of portfolio