Summit Wealth Partners, LLC Ishares Russell2000 Val ETF Transaction History
Summit Wealth Partners, LLC
- $519 Billion
- Q3 2024
A detailed history of Summit Wealth Partners, LLC transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 1,783 shares of IWN stock, worth $317,855. This represents 0.06% of its overall portfolio holdings.
Number of Shares
1,783Holding current value
$317,855% of portfolio
0.06%Shares
8 transactions
Others Institutions Holding IWN
# of Institutions
1,052Shares Held
58.8MCall Options Held
987KPut Options Held
207K-
Bank Of America Corp Charlotte, NC6.32MShares$1.13 Billion0.09% of portfolio
-
Morgan Stanley New York, NY5.19MShares$925 Million0.06% of portfolio
-
Tiaa Trust, National Association Charlotte, NC2.73MShares$487 Million1.37% of portfolio
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Jones Financial Companies Lllp2.58MShares$461 Million0.44% of portfolio
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Tiaa, Fsb St. Louis, MO2.5MShares$445 Million1.27% of portfolio