Summit Wealth Partners, LLC Invesco ETF Fd Tr Invesco Bull Call Options Transaction History
Summit Wealth Partners, LLC
- $482 Billion
- Q2 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding BSCS
# of Institutions
236Shares Held
66MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY6.48MShares$134 Million0.01% of portfolio
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Lido Advisors, LLC Los Angeles, CA5.15MShares$106 Million0.58% of portfolio
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Wells Fargo & Company San Francisco, CA3.29MShares$68.1 Million0.02% of portfolio
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Lpl Financial LLC Fort Mill, SC2.95MShares$61 Million0.03% of portfolio
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Tru Wealth Advisors, LLC2.71MShares$56.1 Million3.63% of portfolio