Summit Wealth Partners, LLC Ishares Core High Dividend ETF 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 |
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Others Institutions Holding HDV
# of Institutions
782Shares Held
45.8MCall Options Held
902KPut Options Held
2.3K-
Bank Of America Corp Charlotte, NC4.64MShares$555 Million0.05% of portfolio
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Envestnet Asset Management Inc3.49MShares$418 Million0.14% of portfolio
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Morgan Stanley New York, NY3.08MShares$368 Million0.03% of portfolio
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Meiji Yasuda Life Insurance CO Tokyo, M03.01MShares$360 Million6.58% of portfolio
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Lpl Financial LLC Fort Mill, SC2.24MShares$268 Million0.12% of portfolio