Summit Wealth Partners, LLC Innovator U.S. Equity Power Bu Transaction History
Summit Wealth Partners, LLC
- $482 Billion
- Q2 2024
A detailed history of Summit Wealth Partners, LLC transactions in Innovator U.S. Equity Power Bu stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 28,600 shares of PSEP stock, worth $0. This represents 0.22% of its overall portfolio holdings.
Number of Shares
28,600
Previous 30,412
5.96%
Holding current value
$0
Previous $1.11 Billion
3.46%
% of portfolio
0.22%
Previous 0.24%
Shares
10 transactions
Others Institutions Holding PSEP
# of Institutions
173Shares Held
14.1MCall Options Held
0Put Options Held
0-
Alliancebernstein L.P. New York, NY3.98MShares$00.0% of portfolio
-
Penserra Capital Management LLC Orinda, CA970KShares$00.46% of portfolio
-
Stuart Chaussee & Associates, Inc.687KShares$00.0% of portfolio
-
Commonwealth Equity Services, LLC611KShares$00.04% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ479KShares$00.0% of portfolio