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 $10.5 Million. This represents 2.18% of its overall portfolio holdings.
Number of Shares
144,825
Previous 144,712
0.08%
Holding current value
$10.5 Million
Previous $10.5 Billion
7.53%
% of portfolio
2.18%
Previous 2.18%
Shares
20 transactions
Others Institutions Holding IEFA
# of Institutions
1,998Shares Held
1.42BCall Options Held
164KPut Options Held
52.1K-
Bank Of America Corp Charlotte, NC183MShares$13.2 Billion1.2% of portfolio
-
Morgan Stanley New York, NY100MShares$7.25 Billion0.58% of portfolio
-
Jones Financial Companies Lllp87.4MShares$6.32 Billion7.0% of portfolio
-
Wells Fargo & Company San Francisco, CA62.4MShares$4.51 Billion1.12% of portfolio
-
Tiaa, Fsb St. Louis, MO59MShares$4.26 Billion14.41% of portfolio