Summit Wealth Partners, LLC Pacer Fds Tr Pacer Us Small Ca Put Options Transaction History

Summit Wealth Partners, LLC

$482 Billion
Q2 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding CALF

# of Institutions

523

Shares Held

147M

Call Options Held

15.2K

Put Options Held

17.2K

Bank Of America Corp Charlotte, NC

34.9M
Shares

$1.64 Billion
0.14% of portfolio
Morgan Stanley New York, NY

11.7M
Shares

$552 Million
0.04% of portfolio
Wells Fargo & Company San Francisco, CA

7.57M
Shares

$357 Million
0.08% of portfolio
Lpl Financial LLC Fort Mill, SC

6.76M
Shares

$319 Million
0.15% of portfolio
Northwestern Mutual Wealth Management CO

5.45M
Shares

$257 Million
0.23% of portfolio

About PACER FDS TR PACER US SMALL CA

Ticker CALF
Sector ETFs
Industry ETFs

More about CALF

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Summit Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Summit Wealth Partners, LLC with notifications on news.