Summit Wealth Partners, LLC Ishares Short Term National Mu Transaction History
Summit Wealth Partners, LLC
- $519 Billion
- Q3 2024
A detailed history of Summit Wealth Partners, LLC transactions in Ishares Short Term National Mu stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 3,398 shares of SUB stock, worth $358,726. This represents 0.07% of its overall portfolio holdings.
Number of Shares
3,398
Previous 3,384
0.41%
Holding current value
$358,726
Previous $354 Million
1.99%
% of portfolio
0.07%
Previous 0.07%
Shares
10 transactions
Others Institutions Holding SUB
# of Institutions
827Shares Held
68.5MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.1MShares$749 Million0.06% of portfolio
-
Mercer Global Advisors Inc Denver, CO6.31MShares$666 Million1.47% of portfolio
-
Envestnet Asset Management Inc5.98MShares$631 Million0.21% of portfolio
-
Morgan Stanley New York, NY3.63MShares$384 Million0.03% of portfolio
-
Sei Investments CO Oaks, PA2.64MShares$279 Million0.38% of portfolio