Summit Wealth Group LLC / CO First Trust Nasdaq Technology Transaction History

Summit Wealth Group LLC / CO

$300 Billion
Q3 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 13, 2025	BUY	$64.41 - $90.17 $170,686 - $238,950	2,650 New	2,650 $239 Million

Others Institutions Holding TDIV

# of Institutions

404

Shares Held

25M

Call Options Held

2.7K

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

2.79M
Shares

$268 Million
0.09% of portfolio
Morgan Stanley New York, NY

1.89M
Shares

$181 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

1.49M
Shares

$143 Million
0.03% of portfolio
Bank Of America Corp Charlotte, NC

1.36M
Shares

$131 Million
0.01% of portfolio
Raymond James Financial Inc St. Petersburg, FL

1.36M
Shares

$130 Million
0.04% of portfolio

About FIRST TRUST NASDAQ TECHNOLOGY

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