Summit Wealth & Retirement Planning, Inc. Ishares Tr Transaction History
Summit Wealth & Retirement Planning, Inc.
- $389 Million
- Q3 2025
A detailed history of Summit Wealth & Retirement Planning, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Summit Wealth & Retirement Planning, Inc. holds 1,459 shares of DVY stock, worth $205,193. This represents 0.05% of its overall portfolio holdings.
Number of Shares
1,459Holding current value
$205,193% of portfolio
0.05%Shares
1 transactions
Others Institutions Holding DVY
# of Institutions
1,486Shares Held
69.1MCall Options Held
1.01MPut Options Held
70.3K-
Bank Of America Corp Charlotte, NC8.1MShares$1.14 Billion0.08% of portfolio
-
Morgan Stanley New York, NY6.28MShares$884 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA3.74MShares$526 Million0.1% of portfolio
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Pnc Financial Services Group, Inc. Pittsburgh, PA3.67MShares$516 Million0.32% of portfolio
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Northern Trust Corp Chicago, IL3.08MShares$433 Million0.06% of portfolio