Summit Wealth Partners, LLC Ishares S&P 100 ETF Transaction History

Summit Wealth Partners, LLC

  • $487 Billion
  • Q4 2024

A detailed history of Summit Wealth Partners, LLC transactions in Ishares S&P 100 ETF stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 1,176 shares of OEF stock, worth $312,851. This represents 0.07% of its overall portfolio holdings.

Number of Shares
1,176
Previous 1,176 -0.0%
Holding current value
$312,851
Previous $325 Million 4.37%
% of portfolio
0.07%
Previous 0.06%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Sep 11, 2024
SELL
$219.81 - $247.98 $7,473 - $8,431
-34 Reduced 2.81%
1,176 $291 Million
Q4 2023

Sep 11, 2024
BUY
$193.71 - $224.12 $24,601 - $28,463
127 Added 11.73%
1,210 $270 Million
Q2 2023

Sep 11, 2024
SELL
$185.57 - $207.06 $27,835 - $31,059
-150 Reduced 12.17%
1,083 $224 Million
Q4 2022

Sep 11, 2024
BUY
$161.29 - $182.62 $198,870 - $225,170
1,233 New
1,233 $210 Million

Others Institutions Holding OEF

# of Institutions
904
Shares Held
85.6M
Call Options Held
39.6K
Put Options Held
40K
View Full List

About ISHARES S&P 100 ETF

OEF Quotes by TradingView
  • Ticker OEF
  • Sector ETFs
  • Industry ETFs
More about OEF
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