Summit Wealth Partners, LLC Ishares Tr Transaction History
Summit Wealth Partners, LLC
- $487 Billion
- Q4 2024
A detailed history of Summit Wealth Partners, LLC transactions in Ishares Tr stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 13,799 shares of DVY stock, worth $1.87 Million. This represents 0.37% of its overall portfolio holdings.
Number of Shares
13,799
Previous 13,594
1.51%
Holding current value
$1.87 Million
Previous $1.84 Billion
1.33%
% of portfolio
0.37%
Previous 0.35%
Shares
21 transactions
Others Institutions Holding DVY
# of Institutions
1,436Shares Held
94.6MCall Options Held
2.69MPut Options Held
140K-
Wealthfront Advisers LLC24.5MShares$3.32 Billion2.68% of portfolio
-
Bank Of America Corp Charlotte, NC8.29MShares$1.13 Billion0.09% of portfolio
-
Morgan Stanley New York, NY6.58MShares$893 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA3.88MShares$526 Million0.12% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA3.82MShares$518 Million0.34% of portfolio