Summit Wealth Partners, LLC Ishares Russell Mid Cap Growth Transaction History
Summit Wealth Partners, LLC
- $482 Billion
- Q2 2024
A detailed history of Summit Wealth Partners, LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 10,713 shares of IWP stock, worth $1.23 Million. This represents 0.25% of its overall portfolio holdings.
Number of Shares
10,713
Previous 9,902
8.19%
Holding current value
$1.23 Million
Previous $1.13 Billion
4.6%
% of portfolio
0.25%
Previous 0.24%
Shares
18 transactions
Others Institutions Holding IWP
# of Institutions
1,071Shares Held
104MCall Options Held
63.5KPut Options Held
1.4K-
Tiaa, Fsb St. Louis, MO11.2MShares$1.29 Billion3.93% of portfolio
-
Morgan Stanley New York, NY10.8MShares$1.24 Billion0.09% of portfolio
-
Bank Of America Corp Charlotte, NC6.25MShares$717 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA5.09MShares$584 Million0.14% of portfolio
-
Tiaa Trust, National Association Charlotte, NC4.27MShares$490 Million1.46% of portfolio