Summit Wealth Partners, LLC First Tr ETF Fd Iv First Tr Lo Transaction History
Summit Wealth Partners, LLC
- $482 Billion
- Q2 2024
A detailed history of Summit Wealth Partners, LLC transactions in First Tr ETF Fd Iv First Tr Lo stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 9,485 shares of LMBS stock, worth $470,171. This represents 0.09% of its overall portfolio holdings.
Number of Shares
9,485
Previous 10,033
5.46%
Holding current value
$470,171
Previous $484 Million
5.85%
% of portfolio
0.09%
Previous 0.1%
Shares
2 transactions
Others Institutions Holding LMBS
# of Institutions
417Shares Held
66.4MCall Options Held
200Put Options Held
2.6K-
Morgan Stanley New York, NY11.9MShares$592 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.63MShares$378 Million0.19% of portfolio
-
Wells Fargo & Company San Francisco, CA4.66MShares$231 Million0.06% of portfolio
-
Ubs Group Ag3.63MShares$180 Million0.04% of portfolio
-
Royal Bank Of Canada Toronto, A62.49MShares$124 Million0.03% of portfolio