Summit Financial Wealth Advisors, LLC Ishares Core High Dividend ETF Transaction History
Summit Financial Wealth Advisors, LLC
- $490 Million
- Q4 2024
Shares
4 transactions
Others Institutions Holding HDV
# of Institutions
843Shares Held
46.9MCall Options Held
828KPut Options Held
56K-
Bank Of America Corp Charlotte, NC4.69MShares$550 Million0.05% of portfolio
-
Morgan Stanley New York, NY3.13MShares$367 Million0.03% of portfolio
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Meiji Yasuda Life Insurance CO Tokyo, M03.01MShares$352 Million6.56% of portfolio
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Lpl Financial LLC Fort Mill, SC2.38MShares$279 Million0.11% of portfolio
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Wells Fargo & Company San Francisco, CA2.08MShares$244 Million0.05% of portfolio