Summit Financial Wealth Advisors, LLC First Trust Nasdaq Technology Transaction History

Summit Financial Wealth Advisors, LLC

  • $495 Million
  • Q1 2025

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 3,225 shares of TDIV stock, worth $268,449. This represents 0.05% of its overall portfolio holdings.

Number of Shares
3,225
Previous 3,075 4.88%
Holding current value
$268,449
Previous $241,000 1.66%
% of portfolio
0.05%
Previous 0.05%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
BUY
$73.39 - $83.95 $11,008 - $12,592
150 Added 4.88%
3,225 $237,000
Q4 2024

Feb 13, 2025
BUY
$78.03 - $82.13 $1,950 - $2,053
25 Added 0.82%
3,075 $241,000
Q3 2024

Nov 13, 2024
BUY
$70.51 - $81.07 $215,055 - $247,263
3,050 New
3,050 $244,000

Others Institutions Holding TDIV

# of Institutions
368
Shares Held
22.9M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TRUST NASDAQ TECHNOLOGY

TDIV Quotes by TradingView
  • Ticker TDIV
  • Sector ETFs
  • Industry ETFs
More about TDIV
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