Summit Wealth Partners, LLC Jp Morgan Diversified Return I Call Options Transaction History
Summit Wealth Partners, LLC
- $482 Billion
- Q2 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding JPIN
# of Institutions
102Shares Held
20.4MCall Options Held
0Put Options Held
0-
International Assets Investment Management, LLC Orlando, FL15.8MShares$913 Million0.75% of portfolio
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Ubs Group Ag634KShares$36.6 Million0.01% of portfolio
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Wealth Enhancement Advisory Services, LLC620KShares$35.8 Million0.09% of portfolio
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Bank Of America Corp Charlotte, NC453KShares$26.1 Million0.0% of portfolio
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Morgan Stanley New York, NY324KShares$18.7 Million0.0% of portfolio