Summit Wealth Partners, LLC First Tr ETF Iii Municipal Hig Transaction History
Summit Wealth Partners, LLC
- $482 Billion
- Q2 2024
A detailed history of Summit Wealth Partners, LLC transactions in First Tr ETF Iii Municipal Hig stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 11,848 shares of FMHI stock, worth $585,646. This represents 0.12% of its overall portfolio holdings.
Number of Shares
11,848
Previous 11,228
5.52%
Holding current value
$585,646
Previous $541 Million
5.83%
% of portfolio
0.12%
Previous 0.12%
Shares
2 transactions
Others Institutions Holding FMHI
# of Institutions
157Shares Held
9.44MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC1.46MShares$72.3 Million0.18% of portfolio
-
Lpl Financial LLC Fort Mill, SC807KShares$39.9 Million0.02% of portfolio
-
Morgan Stanley New York, NY766KShares$37.9 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA581KShares$28.7 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC482KShares$23.8 Million0.0% of portfolio