Summit Investment Advisory Services, LLC Ishares Tr Transaction History
Summit Investment Advisory Services, LLC
- $189 Billion
- Q3 2024
Shares
1 transactions
Others Institutions Holding IFRA
# of Institutions
444Shares Held
42.9MCall Options Held
36KPut Options Held
100-
Envestnet Asset Management Inc7.22MShares$360 Million0.11% of portfolio
-
Bank Of America Corp Charlotte, NC5.01MShares$250 Million0.02% of portfolio
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Lpl Financial LLC Fort Mill, SC1.94MShares$96.7 Million0.04% of portfolio
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Morgan Stanley New York, NY1.91MShares$95.3 Million0.01% of portfolio
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Wharton Business Group, LLC Malvern, PA1.5MShares$74.9 Million3.17% of portfolio