Summit Wealth Group, LLC Ishares Global Information Tec Transaction History
Summit Wealth Group, LLC
- $333 Million
- Q2 2024
A detailed history of Summit Wealth Group, LLC transactions in Ishares Global Information Tec stock. As of the latest transaction made, Summit Wealth Group, LLC holds 100,474 shares of IXN stock, worth $8.13 Million. This represents 2.5% of its overall portfolio holdings.
Number of Shares
100,474Holding current value
$8.13 Million% of portfolio
2.5%Shares
7 transactions
Others Institutions Holding IXN
# of Institutions
460Shares Held
30.7MCall Options Held
2.5KPut Options Held
100-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa5.1MShares$413 Million0.18% of portfolio
-
Jpmorgan Chase & CO New York, NY2.83MShares$229 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC2.52MShares$204 Million0.02% of portfolio
-
Morgan Stanley New York, NY1.15MShares$93.3 Million0.01% of portfolio
-
Portfolio Strategies, Inc.1.05MShares$84.7 Million11.83% of portfolio