Summit Wealth Group, LLC Ishares Global Information Tec Transaction History
Summit Wealth Group, LLC
- $347 Million
- Q3 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 96,118 shares of IXN stock, worth $7.87 Million. This represents 2.29% of its overall portfolio holdings.
Number of Shares
96,118
Previous 100,474
4.34%
Holding current value
$7.87 Million
Previous $8.32 Million
4.66%
% of portfolio
2.29%
Previous 2.5%
Shares
8 transactions
Others Institutions Holding IXN
# of Institutions
474Shares Held
32.6MCall Options Held
5.7KPut Options Held
600-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa4.93MShares$404 Million0.17% of portfolio
-
Jpmorgan Chase & CO New York, NY2.78MShares$228 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC2.33MShares$191 Million0.02% of portfolio
-
Phoenix Holdings Ltd. Givatayim, L31.86MShares$153 Million2.31% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ1.42MShares$117 Million2.4% of portfolio