Summit Wealth Partners, LLC Wisdomtree Tr Emerging Mkts Ex 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 XSOE
# of Institutions
241Shares Held
37.6MCall Options Held
0Put Options Held
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Harel Insurance Investments & Financial Services Ltd.3.8MShares$119 Million2.16% of portfolio
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Morgan Stanley New York, NY3.48MShares$109 Million0.01% of portfolio
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Bank Of America Corp Charlotte, NC2.04MShares$63.6 Million0.01% of portfolio
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Clal Insurance Enterprises Holdings LTD Tel Aviv, L31.81MShares$56.5 Million0.53% of portfolio
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Valmark Advisers, Inc.1.59MShares$49.6 Million0.83% of portfolio