Summit Wealth Partners, LLC Ishares 0 5 Year High Yield CO Transaction History
Summit Wealth Partners, LLC
- $519 Billion
- Q3 2024
A detailed history of Summit Wealth Partners, LLC transactions in Ishares 0 5 Year High Yield CO stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 197,571 shares of SHYG stock, worth $8.54 Million. This represents 1.65% of its overall portfolio holdings.
Number of Shares
197,571
Previous 205,498
3.86%
Holding current value
$8.54 Million
Previous $8.67 Billion
1.08%
% of portfolio
1.65%
Previous 1.8%
Shares
20 transactions
Others Institutions Holding SHYG
# of Institutions
547Shares Held
126MCall Options Held
0Put Options Held
0-
Royal Bank Of Canada Toronto, A611.7MShares$505 Million0.12% of portfolio
-
Bramshill Investments, LLC Naples, FL9.52MShares$412 Million44.12% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO8.11MShares$351 Million1.19% of portfolio
-
Personal Capital Advisors Corp8.07MShares$349 Million1.6% of portfolio
-
Assetmark, Inc7.73MShares$334 Million0.96% of portfolio