Summit Asset Management, LLC American Centy ETF Tr Sustaina Call Options Transaction History
Summit Asset Management, LLC
- $841 Million
- Q1 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding ESGA
# of Institutions
14Shares Held
2.75MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc2.42MShares$167 Million0.06% of portfolio
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Merriman Wealth Management, LLC228KShares$15.7 Million0.69% of portfolio
-
Kestra Advisory Services, LLC25.3KShares$1.74 Million0.01% of portfolio
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Financial Counselors Inc24.4KShares$1.68 Million0.03% of portfolio
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Comerica Bank14.7KShares$1.01 Million0.0% of portfolio