Summit Wealth Partners, LLC First Tr ETF Viii Ft Cboe Vest Transaction History
Summit Wealth Partners, LLC
- $482 Billion
- Q2 2024
Shares
3 transactions
Others Institutions Holding FNOV
# of Institutions
115Shares Held
5.14MCall Options Held
0Put Options Held
0-
Cetera Investment Advisers Schaumburg, IL542KShares$25.5 Million0.06% of portfolio
-
Commonwealth Equity Services, LLC497KShares$23.3 Million0.04% of portfolio
-
Altman Advisors, Inc. Chicago, IL371KShares$17.4 Million9.79% of portfolio
-
Mc Carthy & Cox Marysville, OH326KShares$15.3 Million5.77% of portfolio
-
Ifp Advisors, Inc264KShares$12.4 Million0.5% of portfolio