Summit Wealth & Retirement Planning, Inc. Ishares Core S&P U.S. Value Et Transaction History
Summit Wealth & Retirement Planning, Inc.
- $312 Million
- Q1 2025
A detailed history of Summit Wealth & Retirement Planning, Inc. transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Summit Wealth & Retirement Planning, Inc. holds 2,345 shares of IUSV stock, worth $208,236. This represents 0.07% of its overall portfolio holdings.
Number of Shares
2,345
Previous 2,345
-0.0%
Holding current value
$208,236
Previous $217,000
0.46%
% of portfolio
0.07%
Previous 0.07%
Shares
1 transactions
Others Institutions Holding IUSV
# of Institutions
791Shares Held
178MCall Options Held
3KPut Options Held
0-
Bank Of America Corp Charlotte, NC71.6MShares$6.36 Billion0.57% of portfolio
-
Lpl Financial LLC Fort Mill, SC14.4MShares$1.28 Billion0.54% of portfolio
-
Morgan Stanley New York, NY9.25MShares$822 Million0.06% of portfolio
-
Ronald Blue Trust, Inc. Brentwood, TN4.78MShares$425 Million5.75% of portfolio
-
Envestnet Asset Management Inc4.6MShares$408 Million0.14% of portfolio