Summit Wealth Partners, LLC Ishares Core High Dividend ETF Transaction History
Summit Wealth Partners, LLC
- $519 Billion
- Q3 2024
A detailed history of Summit Wealth Partners, LLC transactions in Ishares Core High Dividend ETF stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 41,501 shares of HDV stock, worth $4.64 Million. This represents 0.94% of its overall portfolio holdings.
Number of Shares
41,501
Previous 41,446
0.13%
Holding current value
$4.64 Million
Previous $4.51 Billion
8.35%
% of portfolio
0.94%
Previous 0.94%
Shares
20 transactions
Others Institutions Holding HDV
# of Institutions
800Shares Held
48.3MCall Options Held
822KPut Options Held
56K-
Bank Of America Corp Charlotte, NC4.58MShares$512 Million0.05% of portfolio
-
Envestnet Asset Management Inc3.49MShares$390 Million0.14% of portfolio
-
Morgan Stanley New York, NY3.13MShares$350 Million0.03% of portfolio
-
Meiji Yasuda Life Insurance CO Tokyo, M03.01MShares$336 Million6.56% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.24MShares$250 Million0.12% of portfolio