Summit Wealth Partners, LLC Ishares Core S&P Total U.S. St Transaction History
Summit Wealth Partners, LLC
- $519 Billion
- Q3 2024
A detailed history of Summit Wealth Partners, LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 58,743 shares of ITOT stock, worth $7.72 Million. This represents 1.42% of its overall portfolio holdings.
Number of Shares
58,743
Previous 51,222
14.68%
Holding current value
$7.72 Million
Previous $6.08 Billion
21.29%
% of portfolio
1.42%
Previous 1.26%
Shares
20 transactions
Others Institutions Holding ITOT
# of Institutions
1,377Shares Held
303MCall Options Held
58.9KPut Options Held
20K-
Wells Fargo & Company San Francisco, CA55.1MShares$7.24 Billion1.59% of portfolio
-
Black Rock Inc. New York, NY48.8MShares$6.41 Billion0.13% of portfolio
-
Betterment LLC New York, NY12.1MShares$1.59 Billion3.66% of portfolio
-
Morgan Stanley New York, NY10.5MShares$1.38 Billion0.1% of portfolio
-
Alliancebernstein L.P. New York, NY8.92MShares$1.17 Billion0.39% of portfolio