Summit Wealth Partners, LLC Listed Fds Tr Trueshares Struc Call Options Transaction History
Summit Wealth Partners, LLC
- $482 Billion
- Q2 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding JULZ
# of Institutions
18Shares Held
300KCall Options Held
0Put Options Held
0-
Ae Wealth Management LLC108KShares$4.21 Million0.05% of portfolio
-
Valtinson Bruner Financial Planning LLC60.3KShares$2.35 Million1.26% of portfolio
-
Lloyd Advisory Services, Llc. Suwanee, GA39.5KShares$1.54 Million1.37% of portfolio
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Weaver Consulting Group14.1KShares$548,8540.21% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ12.9KShares$499,7360.0% of portfolio