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 $448,407. This represents 0.08% of its overall portfolio holdings.
Number of Shares
3,286
Previous 3,509
6.36%
Holding current value
$448,407
Previous $424 Million
2.56%
% of portfolio
0.08%
Previous 0.09%
Shares
17 transactions
Others Institutions Holding IWS
# of Institutions
925Shares Held
94.3MCall Options Held
43.6KPut Options Held
0-
Tiaa, Fsb St. Louis, MO12.9MShares$1.77 Billion5.15% of portfolio
-
Jones Financial Companies Lllp8.29MShares$1.13 Billion1.16% of portfolio
-
Morgan Stanley New York, NY7.93MShares$1.08 Billion0.08% of portfolio
-
Tiaa Trust, National Association Charlotte, NC4.62MShares$630 Million1.72% of portfolio
-
Us Bancorp \De\4.18MShares$570 Million0.71% of portfolio