Summit Financial Wealth Advisors, LLC Ishares Dj Us Tech ETF Transaction History
Summit Financial Wealth Advisors, LLC
- $609 Million
- Q3 2025
A detailed history of Summit Financial Wealth Advisors, LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Summit Financial Wealth Advisors, LLC holds 2,033 shares of IYW stock, worth $399,443. This represents 0.07% of its overall portfolio holdings.
Number of Shares
2,033
Previous 2,033
-0.0%
Holding current value
$399,443
Previous $352,000
13.07%
% of portfolio
0.07%
Previous 0.07%
Shares
1 transactions
Others Institutions Holding IYW
# of Institutions
1,321Shares Held
87.7MCall Options Held
281KPut Options Held
235K-
Envestnet Asset Management Inc9.3MShares$1.83 Billion0.49% of portfolio
-
Morgan Stanley New York, NY5.94MShares$1.17 Billion0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.42MShares$1.06 Billion0.33% of portfolio
-
Bank Of America Corp Charlotte, NC4.61MShares$905 Million0.06% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ4.36MShares$857 Million15.71% of portfolio