Summit Wealth Partners, LLC Ishares Ibonds Dec 2023 Term C 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 IBDO
# of Institutions
15Shares Held
760KCall Options Held
0Put Options Held
0-
Leo Brokerage, LLC253KShares$00.73% of portfolio
-
Cribstone Capital Management, LLC Augusta, ME167KShares$02.47% of portfolio
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Security Asset Management49.3KShares$00.73% of portfolio
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Bergan Kdv Wealth Management, LLC48.3KShares$00.12% of portfolio
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American Portfolios Advisors Holbrook, NY44.9KShares$00.05% of portfolio