Summit Wealth Partners, LLC First Tr ETF Iii Instl Pfd Sec Call Options Transaction History
Summit Wealth Partners, LLC
- $519 Billion
- Q3 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding FPEI
# of Institutions
165Shares Held
52.3MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY11.6MShares$219 Million0.02% of portfolio
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Ubs Group Ag7.95MShares$150 Million0.03% of portfolio
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Bank Of America Corp Charlotte, NC4.52MShares$85.3 Million0.01% of portfolio
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Royal Bank Of Canada Toronto, A63.08MShares$58.2 Million0.01% of portfolio
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Lpl Financial LLC Fort Mill, SC2.88MShares$54.3 Million0.03% of portfolio