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 $245,586. This represents 0.05% of its overall portfolio holdings.
Number of Shares
3,050Holding current value
$245,586% of portfolio
0.05%Shares
1 transactions
Others Institutions Holding TDIV
# of Institutions
345Shares Held
22.1MCall Options Held
4.2KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC2.26MShares$182 Million0.08% of portfolio
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Morgan Stanley New York, NY2.08MShares$167 Million0.01% of portfolio
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Wells Fargo & Company San Francisco, CA1.75MShares$141 Million0.03% of portfolio
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Raymond James Financial Inc St. Petersburg, FL1.23MShares$98.9 Million0.04% of portfolio
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Bank Of America Corp Charlotte, NC1.19MShares$95.6 Million0.01% of portfolio