Summit Financial Wealth Advisors, LLC First Trust Nasdaq Technology Transaction History
Summit Financial Wealth Advisors, LLC
- $505 Million
- Q3 2024
A detailed history of Summit Financial Wealth Advisors, LLC transactions in First Trust Nasdaq Technology stock. As of the latest transaction made, Summit Financial Wealth Advisors, LLC holds 3,050 shares of TDIV stock, worth $238,174. This represents 0.05% of its overall portfolio holdings.
Number of Shares
3,050Holding current value
$238,174% of portfolio
0.05%Shares
1 transactions
Others Institutions Holding TDIV
# of Institutions
341Shares Held
20.8MCall Options Held
7.9KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC2.26MShares$177 Million0.08% of portfolio
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Morgan Stanley New York, NY2.08MShares$162 Million0.01% of portfolio
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Wells Fargo & Company San Francisco, CA1.75MShares$137 Million0.03% of portfolio
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Bank Of America Corp Charlotte, NC1.19MShares$92.8 Million0.01% of portfolio
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Ubs Group Ag1.02MShares$80 Million0.02% of portfolio