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 PMAR

# of Institutions

183

Shares Held

11.5M

Call Options Held

0

Put Options Held

0

Alliancebernstein L.P. New York, NY

1.8M
Shares

$72 Million
0.02% of portfolio
Penserra Capital Management LLC Orinda, CA

1.02M
Shares

$40.9 Million
0.87% of portfolio
Southland Equity Partners LLC Wildwood, MO

761K
Shares

$30.4 Million
7.27% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

753K
Shares

$30.1 Million
0.07% of portfolio
Commonwealth Equity Services, LLC

307K
Shares

$12.3 Million
0.02% of portfolio

About INNOVATOR U.S. EQUITY POWER BU

Ticker PMAR
Sector ETFs
Industry ETFs

More about PMAR

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Summit Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Summit Wealth Partners, LLC with notifications on news.