Summit Wealth Partners, LLC Ishares Tr Global 100 ETF Transaction History
Summit Wealth Partners, LLC
- $519 Billion
- Q3 2024
Shares
3 transactions
Others Institutions Holding IOO
# of Institutions
295Shares Held
45.8MCall Options Held
0Put Options Held
0-
Black Rock Inc. New York, NY25.8MShares$2.61 Billion0.06% of portfolio
-
Northwestern Mutual Wealth Management CO3.6MShares$364 Million0.34% of portfolio
-
Amplius Wealth Advisors, LLC917KShares$92.7 Million11.16% of portfolio
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Schroder Investment Management Group London, X0877KShares$88.7 Million0.1% of portfolio
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Morgan Stanley New York, NY832KShares$84.1 Million0.01% of portfolio