Summit Financial Wealth Advisors, LLC Ishares Core High Dividend ETF Transaction History
Summit Financial Wealth Advisors, LLC
- $495 Million
- Q1 2025
Shares
4 transactions
Others Institutions Holding HDV
# of Institutions
869Shares Held
43MCall Options Held
874KPut Options Held
11.7K-
Bank Of America Corp Charlotte, NC4.35MShares$500 Million0.04% of portfolio
-
Morgan Stanley New York, NY3.23MShares$372 Million0.03% of portfolio
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Lpl Financial LLC Fort Mill, SC2.48MShares$286 Million0.12% of portfolio
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Ubs Group Ag1.43MShares$164 Million0.03% of portfolio
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Wells Fargo & Company San Francisco, CA1.28MShares$147 Million0.04% of portfolio