Summit Wealth Partners, LLC First Tr ETF Viii Tcw Opportun Transaction History
Summit Wealth Partners, LLC
- $519 Billion
- Q3 2024
Shares
9 transactions
Others Institutions Holding FIXD
# of Institutions
352Shares Held
98.3MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY11.4MShares$499 Million0.04% of portfolio
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Lpl Financial LLC Fort Mill, SC9.43MShares$412 Million0.2% of portfolio
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Signature Estate & Investment Advisors LLC7.79MShares$341 Million8.16% of portfolio
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Wells Fargo & Company San Francisco, CA7.02MShares$307 Million0.07% of portfolio
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Ubs Group Ag3.63MShares$159 Million0.04% of portfolio