Summit Wealth Partners, LLC Innovator U.S. Equity Power Bu 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

No transaction found.

Others Institutions Holding PJAN

# of Institutions

216

Shares Held

18M

Call Options Held

0

Put Options Held

0

Alliancebernstein L.P. New York, NY

3.69M
Shares

$155 Million
0.05% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

1.19M
Shares

$50 Million
0.12% of portfolio
Commonwealth Equity Services, LLC

983K
Shares

$41.2 Million
0.06% of portfolio
Penserra Capital Management LLC Orinda, CA

961K
Shares

$40.3 Million
0.86% of portfolio
Mml Investors Services, LLC Springfield, MA

604K
Shares

$25.3 Million
0.1% of portfolio

About INNOVATOR U.S. EQUITY POWER BU

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