Summit Financial, LLC First Trust Small Cap Growth A Transaction History
Summit Financial, LLC
- $2.83 Billion
- Q4 2024
A detailed history of Summit Financial, LLC transactions in First Trust Small Cap Growth A stock. As of the latest transaction made, Summit Financial, LLC holds 2,876 shares of FYC stock, worth $227,750. This represents 0.01% of its overall portfolio holdings.
Number of Shares
2,876
Previous 2,817
2.09%
Holding current value
$227,750
Previous $209,000
6.22%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding FYC
# of Institutions
109Shares Held
4.1MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY724KShares$57.4 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC574KShares$45.4 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA410KShares$32.5 Million0.01% of portfolio
-
First Trust Advisors LP Wheaton, IL251KShares$19.9 Million0.02% of portfolio
-
J Arnold Wealth Management CO Youngstown, OH209KShares$16.5 Million4.52% of portfolio