Summit Wealth Partners, LLC Options Holdings

Summit Wealth Partners, LLC

  • $482 Billion
  • Q2 2024

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 223
  • Current Value $482 Billion
  • Prior Value $469 Billion
  • Filing
  • Period Q2 2024
  • Filing Date September 11, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 12 stocks
  • Additional Purchases 85 stocks
  • Sold out of 10 stocks
  • Reduced holdings in 78 stocks
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