Summit Wealth & Retirement Planning, Inc. Ishares Core High Dividend ETF Transaction History
Summit Wealth & Retirement Planning, Inc.
- $269 Million
- Q1 2024
A detailed history of Summit Wealth & Retirement Planning, Inc. transactions in Ishares Core High Dividend ETF stock. As of the latest transaction made, Summit Wealth & Retirement Planning, Inc. holds 3,898 shares of HDV stock, worth $432,794. This represents 0.16% of its overall portfolio holdings.
Number of Shares
3,898
Previous 4,991
21.9%
Holding current value
$432,794
Previous $509,000
15.72%
% of portfolio
0.16%
Previous 0.22%
Shares
7 transactions
Others Institutions Holding HDV
# of Institutions
760Shares Held
42.8MCall Options Held
938KPut Options Held
27.4K-
Bank Of America Corp Charlotte, NC4.74MShares$526 Million0.05% of portfolio
-
Morgan Stanley New York, NY3.1MShares$344 Million0.03% of portfolio
-
Meiji Yasuda Life Insurance CO Tokyo, M03.01MShares$334 Million7.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.85MShares$206 Million0.11% of portfolio
-
Ubs Group Ag1.55MShares$173 Million0.04% of portfolio