Summit Investment Advisory Services, LLC First Trust Capital Strength E Transaction History
Summit Investment Advisory Services, LLC
- $189 Billion
- Q3 2024
A detailed history of Summit Investment Advisory Services, LLC transactions in First Trust Capital Strength E stock. As of the latest transaction made, Summit Investment Advisory Services, LLC holds 2,914 shares of FTCS stock, worth $255,324. This represents 0.14% of its overall portfolio holdings.
Number of Shares
2,914Holding current value
$255,324% of portfolio
0.14%Shares
6 transactions
Others Institutions Holding FTCS
# of Institutions
525Shares Held
61.5MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC7.37MShares$646 Million0.31% of portfolio
-
Morgan Stanley New York, NY6.41MShares$561 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA3.54MShares$310 Million0.07% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL3.29MShares$288 Million0.41% of portfolio
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International Assets Investment Management, LLC Orlando, FL3.12MShares$274 Million0.09% of portfolio