Summit Wealth Partners, LLC Ishares Russell Midcap Value E Transaction History
Summit Wealth Partners, LLC
- $519 Billion
- Q3 2024
A detailed history of Summit Wealth Partners, LLC transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 3,286 shares of IWS stock, worth $445,647. This represents 0.08% of its overall portfolio holdings.
Number of Shares
3,286
Previous 3,509
6.36%
Holding current value
$445,647
Previous $424 Million
2.56%
% of portfolio
0.08%
Previous 0.09%
Shares
17 transactions
Others Institutions Holding IWS
# of Institutions
939Shares Held
93.3MCall Options Held
36.4KPut Options Held
1.6K-
Tiaa, Fsb St. Louis, MO12.9MShares$1.76 Billion5.15% of portfolio
-
Jones Financial Companies Lllp8.74MShares$1.18 Billion1.19% of portfolio
-
Morgan Stanley New York, NY7.96MShares$1.08 Billion0.08% of portfolio
-
Us Bancorp \De\4.18MShares$567 Million0.71% of portfolio
-
Wells Fargo & Company San Francisco, CA3.83MShares$519 Million0.12% of portfolio