Summit Wealth Group, LLC Ishares Tr Transaction History
Summit Wealth Group, LLC
- $389 Million
- Q2 2025
A detailed history of Summit Wealth Group, LLC transactions in Ishares Tr stock. As of the latest transaction made, Summit Wealth Group, LLC holds 5,579 shares of IYH stock, worth $305,840. This represents 0.08% of its overall portfolio holdings.
Number of Shares
5,579Holding current value
$305,840% of portfolio
0.08%Shares
1 transactions
Others Institutions Holding IYH
# of Institutions
545Shares Held
23.8MCall Options Held
6.6KPut Options Held
4.5K-
Morgan Stanley New York, NY2.13MShares$117 Million0.01% of portfolio
-
Laurel Wealth Advisors LLC Charlotte, NC1.95MShares$107 Million0.49% of portfolio
-
Bank Of America Corp Charlotte, NC1.71MShares$93.9 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.67MShares$91.7 Million0.03% of portfolio
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Northwestern Mutual Wealth Management CO1.46MShares$80.1 Million0.07% of portfolio