Summit Wealth Partners, LLC Ishares Inc Transaction History
Summit Wealth Partners, LLC
- $519 Billion
- Q3 2024
A detailed history of Summit Wealth Partners, LLC transactions in Ishares Inc stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 15,797 shares of IEMG stock, worth $847,351. This represents 0.17% of its overall portfolio holdings.
Number of Shares
15,797
Previous 15,965
1.05%
Holding current value
$847,351
Previous $855 Million
6.12%
% of portfolio
0.17%
Previous 0.18%
Shares
20 transactions
Others Institutions Holding IEMG
# of Institutions
1,859Shares Held
1.22BCall Options Held
143KPut Options Held
21.3K-
Bank Of America Corp Charlotte, NC146MShares$7.85 Billion0.7% of portfolio
-
Morgan Stanley New York, NY76.5MShares$4.1 Billion0.32% of portfolio
-
Creative Planning Overland Park, KS70.3MShares$3.77 Billion3.75% of portfolio
-
Wells Fargo & Company San Francisco, CA46.5MShares$2.5 Billion0.61% of portfolio
-
Tiaa Trust, National Association Charlotte, NC41MShares$2.2 Billion6.79% of portfolio