Summit Wealth Partners, LLC Innovator U.S. Equity Ultra 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 |
|---|
Others Institutions Holding UAPR
# of Institutions
75Shares Held
3.56MCall Options Held
0Put Options Held
0-
Brookstone Capital Management686KShares$21.4 Million0.34% of portfolio
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Ae Wealth Management LLC312KShares$9.74 Million0.1% of portfolio
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Tradition Wealth Management, LLC296KShares$9.23 Million0.85% of portfolio
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Commonwealth Equity Services, LLC279KShares$8.72 Million0.01% of portfolio
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Kfg Wealth Management, LLC Granger, IN227KShares$7.08 Million1.99% of portfolio