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 $315,234. This represents 0.06% of its overall portfolio holdings.
Number of Shares
1,783Holding current value
$315,234% of portfolio
0.06%Shares
8 transactions
Others Institutions Holding IWN
# of Institutions
1,027Shares Held
60.7MCall Options Held
840KPut Options Held
134K-
Bank Of America Corp Charlotte, NC6.67MShares$1.18 Billion0.09% of portfolio
-
Morgan Stanley New York, NY4.91MShares$868 Million0.06% of portfolio
-
Tiaa Trust, National Association Charlotte, NC2.63MShares$466 Million1.24% of portfolio
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Tiaa, Fsb St. Louis, MO2.5MShares$442 Million1.27% of portfolio
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Jones Financial Companies Lllp2.48MShares$438 Million0.44% of portfolio