Summit Wealth & Retirement Planning, Inc. Ishares Tr Russell 1000 ETF Transaction History
Summit Wealth & Retirement Planning, Inc.
- $281 Million
- Q2 2024
A detailed history of Summit Wealth & Retirement Planning, Inc. transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Summit Wealth & Retirement Planning, Inc. holds 1,599 shares of IWB stock, worth $481,139. This represents 0.17% of its overall portfolio holdings.
Number of Shares
1,599
Previous 1,599
-0.0%
Holding current value
$481,139
Previous $460,000
3.26%
% of portfolio
0.17%
Previous 0.17%
Shares
4 transactions
Others Institutions Holding IWB
# of Institutions
1,338Shares Held
92.5MCall Options Held
56.9KPut Options Held
46.1K-
Jones Financial Companies Lllp8.87MShares$2.67 Billion3.05% of portfolio
-
Envestnet Asset Management Inc4.51MShares$1.36 Billion0.48% of portfolio
-
Bank Of America Corp Charlotte, NC3.65MShares$1.1 Billion0.1% of portfolio
-
M&T Bank Corp3.16MShares$951 Million3.23% of portfolio
-
Morgan Stanley New York, NY2.8MShares$842 Million0.07% of portfolio