Summit Investment Advisory Services, LLC First Tr Exchange Traded Fd Transaction History
Summit Investment Advisory Services, LLC
- $85.1 Billion
- Q2 2024
A detailed history of Summit Investment Advisory Services, LLC transactions in First Tr Exchange Traded Fd stock. As of the latest transaction made, Summit Investment Advisory Services, LLC holds 68,298 shares of EDOW stock, worth $2.42 Million. This represents 2.69% of its overall portfolio holdings.
Number of Shares
68,298Holding current value
$2.42 Million% of portfolio
2.69%Shares
1 transactions
Others Institutions Holding EDOW
# of Institutions
72Shares Held
4.64MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC922KShares$32.7 Million0.02% of portfolio
-
Morgan Stanley New York, NY916KShares$32.5 Million0.0% of portfolio
-
Gratus Wealth Advisors, LLC Virginia Beach, VA456KShares$16.2 Million2.7% of portfolio
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Vestmark Advisory Solutions, Inc.343KShares$12.2 Million0.52% of portfolio
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Pom Investment Strategies, LLC Raleigh, NC220KShares$7.8 Million5.89% of portfolio