Summit Wealth Partners, LLC Innovator Growth 100 Power Buf 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 NJUL
# of Institutions
105Shares Held
3.12MCall Options Held
0Put Options Held
0-
Round Table Services, LLC483KShares$30 Million3.99% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ163KShares$10.1 Million0.02% of portfolio
-
Mai Capital Management128KShares$7.97 Million0.08% of portfolio
-
High Tower Advisors, LLC Chicago, IL115KShares$7.11 Million0.01% of portfolio
-
Personal Cfo Solutions, LLC110KShares$6.82 Million0.95% of portfolio