Summit Wealth Partners, LLC Ishares Global Information Tec Transaction History
Summit Wealth Partners, LLC
- $482 Billion
- Q2 2024
A detailed history of Summit Wealth Partners, LLC transactions in Ishares Global Information Tec stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 3,949 shares of IXN stock, worth $316,235. This represents 0.07% of its overall portfolio holdings.
Number of Shares
3,949
Previous 3,949
-0.0%
Holding current value
$316,235
Previous $295 Million
10.71%
% of portfolio
0.07%
Previous 0.06%
Shares
10 transactions
Others Institutions Holding IXN
# of Institutions
459Shares Held
30.4MCall Options Held
3.5KPut Options Held
0-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa5.1MShares$409 Million0.18% of portfolio
-
Jpmorgan Chase & CO New York, NY2.83MShares$226 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC2.52MShares$202 Million0.02% of portfolio
-
Morgan Stanley New York, NY1.15MShares$92.3 Million0.01% of portfolio
-
Portfolio Strategies, Inc.1.05MShares$83.8 Million11.83% of portfolio