Summit Wealth Partners, LLC First Tr Exchange Traded Fd Transaction History
Summit Wealth Partners, LLC
- $519 Billion
- Q3 2024
Shares
2 transactions
Others Institutions Holding FCG
# of Institutions
112Shares Held
6.47MCall Options Held
19.7KPut Options Held
36K-
Raymond James & Associates St Petersburg, FL917KShares$21.9 Million0.01% of portfolio
-
Morgan Stanley New York, NY701KShares$16.7 Million0.0% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN668KShares$16 Million0.0% of portfolio
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Lpl Financial LLC Fort Mill, SC567KShares$13.5 Million0.01% of portfolio
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Ubs Group Ag393KShares$9.39 Million0.0% of portfolio