Summit Wealth Partners, LLC First Tr Ex Tr Fd Viii Ft Cboe Transaction History
Summit Wealth Partners, LLC
- $519 Billion
- Q3 2024
A detailed history of Summit Wealth Partners, LLC transactions in First Tr Ex Tr Fd Viii Ft Cboe stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 18,467 shares of BUFQ stock, worth $575,616. This represents 0.11% of its overall portfolio holdings.
Number of Shares
18,467
Previous 18,467
-0.0%
Holding current value
$575,616
Previous $546 Million
2.67%
% of portfolio
0.11%
Previous 0.11%
Shares
1 transactions
Others Institutions Holding BUFQ
# of Institutions
110Shares Held
20.4MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC6.63MShares$207 Million0.09% of portfolio
-
Good Life Advisors, LLC1.23MShares$38.5 Million2.38% of portfolio
-
Creekmur Asset Management LLC Morton, IL1.1MShares$34.2 Million7.83% of portfolio
-
Envestnet Asset Management Inc854KShares$26.6 Million0.01% of portfolio
-
Cetera Investment Advisers Schaumburg, IL815KShares$25.4 Million0.06% of portfolio