Summit Wealth Partners, LLC First Tr ETF Iii Municipal Hig Transaction History
Summit Wealth Partners, LLC
- $519 Billion
- Q3 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 10,985 shares of FMHI stock, worth $535,299. This represents 0.1% of its overall portfolio holdings.
Number of Shares
10,985
Previous 11,848
7.28%
Holding current value
$535,299
Previous $572 Million
5.21%
% of portfolio
0.1%
Previous 0.12%
Shares
3 transactions
Others Institutions Holding FMHI
# of Institutions
165Shares Held
10.7MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC1.52MShares$74.1 Million0.17% of portfolio
-
Morgan Stanley New York, NY980KShares$47.7 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC894KShares$43.6 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA660KShares$32.2 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC613KShares$29.9 Million0.0% of portfolio