Summit Wealth Partners, LLC Innovator Growth 100 Power Buf Transaction History
Summit Wealth Partners, LLC
- $519 Billion
- Q3 2024
A detailed history of Summit Wealth Partners, LLC transactions in Innovator Growth 100 Power Buf stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 12,658 shares of NJUL stock, worth $791,125. This represents 0.15% of its overall portfolio holdings.
Number of Shares
12,658
Previous 9,658
31.06%
Holding current value
$791,125
Previous $574 Million
34.06%
% of portfolio
0.15%
Previous 0.12%
Shares
14 transactions
Others Institutions Holding NJUL
# of Institutions
99Shares Held
2.67MCall Options Held
0Put Options Held
0-
Round Table Services, LLC483KShares$30.2 Million3.99% of portfolio
-
Mai Capital Management128KShares$8.02 Million0.08% of portfolio
-
Commonwealth Equity Services, LLC108KShares$6.74 Million0.01% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ101KShares$6.32 Million0.01% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL94.5KShares$5.91 Million0.01% of portfolio