Summit Asset Management, LLC Ishares Tr Transaction History
Summit Asset Management, LLC
- $841 Million
- Q1 2024
Shares
2 transactions
Others Institutions Holding IEO
# of Institutions
186Shares Held
2.87MCall Options Held
50.6KPut Options Held
49.8K-
Morgan Stanley New York, NY485KShares$48.8 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC186KShares$18.7 Million0.0% of portfolio
-
Redhawk Wealth Advisors, Inc. Minneapolis, MN134KShares$13.5 Million2.45% of portfolio
-
Wells Fargo & Company San Francisco, CA132KShares$13.3 Million0.0% of portfolio
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Ameriprise Financial Inc Minneapolis, MN114KShares$11.4 Million0.0% of portfolio