Summit Wealth Partners, LLC Ishares Msci Eafe Min Vol Fact Transaction History
Summit Wealth Partners, LLC
- $487 Billion
- Q4 2024
A detailed history of Summit Wealth Partners, LLC transactions in Ishares Msci Eafe Min Vol Fact stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 4,176 shares of EFAV stock, worth $310,903. This represents 0.06% of its overall portfolio holdings.
Number of Shares
4,176
Previous 4,138
0.92%
Holding current value
$310,903
Previous $317 Million
6.96%
% of portfolio
0.06%
Previous 0.06%
Shares
21 transactions
Others Institutions Holding EFAV
# of Institutions
515Shares Held
54.6MCall Options Held
6.2KPut Options Held
0-
Bank Of America Corp Charlotte, NC23MShares$1.71 Billion0.14% of portfolio
-
Black Rock Inc. New York, NY4.57MShares$340 Million0.01% of portfolio
-
Morgan Stanley New York, NY2.12MShares$158 Million0.01% of portfolio
-
Envestnet Asset Management Inc1.71MShares$127 Million0.04% of portfolio
-
Wharton Business Group, LLC Malvern, PA1.67MShares$124 Million5.32% of portfolio