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 |
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Others Institutions Holding PMAR
# of Institutions
179Shares Held
11.5MCall Options Held
0Put Options Held
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Alliancebernstein L.P. New York, NY1.81MShares$72.5 Million0.02% of portfolio
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Penserra Capital Management LLC Orinda, CA1.02MShares$41 Million0.87% of portfolio
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Southland Equity Partners LLC Wildwood, MO761KShares$30.5 Million7.27% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ753KShares$30.2 Million0.07% of portfolio
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Commonwealth Equity Services, LLC307KShares$12.3 Million0.02% of portfolio