Summit Wealth Partners, LLC Invesco ETF Fd Tr Invesco Bull Call Options Transaction History
Summit Wealth Partners, LLC
- $519 Billion
- Q3 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding BSCS
# of Institutions
262Shares Held
73.3MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY6.44MShares$130 Million0.01% of portfolio
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Lido Advisors, LLC Los Angeles, CA5.19MShares$105 Million0.52% of portfolio
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Lpl Financial LLC Fort Mill, SC4.6MShares$92.6 Million0.04% of portfolio
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Wells Fargo & Company San Francisco, CA4.57MShares$92.1 Million0.02% of portfolio
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Tru Wealth Advisors, LLC2.75MShares$55.4 Million3.5% of portfolio