Summit Wealth Partners, LLC Ishares Tr Global 100 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 |
|---|
Others Institutions Holding IOO
# of Institutions
297Shares Held
46MCall Options Held
0Put Options Held
0-
Black Rock Inc. New York, NY25.8MShares$2.6 Billion0.06% of portfolio
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Northwestern Mutual Wealth Management CO3.78MShares$379 Million0.33% of portfolio
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Amplius Wealth Advisors, LLC917KShares$92 Million11.16% of portfolio
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Morgan Stanley New York, NY832KShares$83.5 Million0.01% of portfolio
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Bank Of America Corp Charlotte, NC781KShares$78.4 Million0.01% of portfolio