Summit Wealth Partners, LLC Ishares Tr Transaction History
Summit Wealth Partners, LLC
- $519 Billion
- Q3 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 144,825 shares of IEFA stock, worth $10.8 Million. This represents 2.18% of its overall portfolio holdings.
Number of Shares
144,825
Previous 144,712
0.08%
Holding current value
$10.8 Million
Previous $10.5 Billion
7.53%
% of portfolio
2.18%
Previous 2.18%
Shares
20 transactions
Others Institutions Holding IEFA
# of Institutions
1,973Shares Held
1.42BCall Options Held
141KPut Options Held
534K-
Bank Of America Corp Charlotte, NC173MShares$12.9 Billion1.12% of portfolio
-
Morgan Stanley New York, NY98.7MShares$7.39 Billion0.56% of portfolio
-
Jones Financial Companies Lllp84.5MShares$6.32 Billion7.1% of portfolio
-
Wells Fargo & Company San Francisco, CA60.1MShares$4.49 Billion1.07% of portfolio
-
Tiaa, Fsb St. Louis, MO59MShares$4.41 Billion14.41% of portfolio