Summit Wealth Partners, LLC First Tr ETF Viii Cboe Vest Us 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 |
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Others Institutions Holding FAUG
# of Institutions
150Shares Held
6.22MCall Options Held
0Put Options Held
0-
Cetera Investment Advisers Schaumburg, IL449KShares$21 Million0.05% of portfolio
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Envestnet Asset Management Inc399KShares$18.6 Million0.01% of portfolio
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Cwm, LLC380KShares$17.7 Million0.07% of portfolio
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Mc Carthy & Cox Marysville, OH344KShares$16.1 Million6.03% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL244KShares$11.4 Million0.02% of portfolio