Summit Wealth & Retirement Planning, Inc. Ishares Core S&P U.S. Value Et Transaction History
Summit Wealth & Retirement Planning, Inc.
- $300 Million
- Q3 2024
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 $226,761. This represents 0.07% of its overall portfolio holdings.
Number of Shares
2,345
Previous 2,345
-0.0%
Holding current value
$226,761
Previous $206,000
8.25%
% of portfolio
0.07%
Previous 0.07%
Shares
1 transactions
Others Institutions Holding IUSV
# of Institutions
726Shares Held
163MCall Options Held
2.8KPut Options Held
2K-
Bank Of America Corp Charlotte, NC65.6MShares$6.34 Billion0.53% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.4MShares$1.29 Billion0.59% of portfolio
-
Morgan Stanley New York, NY8.63MShares$835 Million0.06% of portfolio
-
Ronald Blue Trust, Inc. Brentwood, TN4.91MShares$475 Million5.88% of portfolio
-
Signaturefd, LLC Atlanta, GA4.31MShares$417 Million7.92% of portfolio