Summit Wealth Group, LLC Ishares Dj Us Tech ETF Transaction History
Summit Wealth Group, LLC
- $389 Million
- Q2 2025
A detailed history of Summit Wealth Group, LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Summit Wealth Group, LLC holds 1,415 shares of IYW stock, worth $260,246. This represents 0.06% of its overall portfolio holdings.
Number of Shares
1,415Holding current value
$260,246% of portfolio
0.06%Shares
1 transactions
Others Institutions Holding IYW
# of Institutions
1,281Shares Held
85.1MCall Options Held
339KPut Options Held
154K-
Envestnet Asset Management Inc9.3MShares$1.71 Billion0.49% of portfolio
-
Morgan Stanley New York, NY5.95MShares$1.09 Billion0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.34MShares$981 Million0.3% of portfolio
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Pgim Custom Harvest LLC Newark, NJ4.53MShares$833 Million15.34% of portfolio
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Bank Of America Corp Charlotte, NC4.48MShares$825 Million0.05% of portfolio