Summit Wealth Partners, LLC Ishares Msci Usa Momentum Fact 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 MTUM
# of Institutions
769Shares Held
50.6MCall Options Held
302KPut Options Held
911K-
Envestnet Asset Management Inc7.96MShares$1.69 Billion0.53% of portfolio
-
Mercer Global Advisors Inc Denver, CO7.55MShares$1.6 Billion3.72% of portfolio
-
Raymond James & Associates St Petersburg, FL2.39MShares$508 Million0.3% of portfolio
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Bank Of America Corp Charlotte, NC1.83MShares$389 Million0.03% of portfolio
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Assetmark, Inc1.69MShares$359 Million0.98% of portfolio