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Summit Financial Consulting LLC → MS-PQ

Summit Financial Consulting LLC MS-PQ Position History

MS-PQ

Quarters held
3
Latest value
$8.8M
Q3 2026
Peak value
$8.8M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$7.3M
Q2 2026$7.4M
Q3 2026$8.8M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$8.8M135.5K——
Q2 2026$7.4M131.4K——
Q4 2025$7.3M153.2K——

Other funds holding MS-PQ

Other Summit Financial Consulting LLC positions

ETHA

ISHARES TR

$26.4M
BLK

ISHARES TR

$25.1M
BLK

ISHARES TR

$22.3M
ETHA

ISHARES TR

$22.2M
ETHA

ISHARES TR

$21.8M
BLK

ISHARES TR

$21.8M
BLK

ISHARES TR

$21.8M
ETHA

ISHARES TR

$21.6M