Summit Financial Wealth Advisors, LLC Ishares Tr Core Moderate Alloc Put Options Transaction History
Summit Financial Wealth Advisors, LLC
- $495 Million
- Q1 2025
Put Options
0 transactions
| Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
|---|
Others Institutions Holding AOM
# of Institutions
282Shares Held
11.8MCall Options Held
0Put Options Held
0-
Black Rock Inc. New York, NY2.73MShares$120 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC995KShares$43.7 Million0.02% of portfolio
-
Morgan Stanley New York, NY566KShares$24.9 Million0.0% of portfolio
-
Foundations Investment Advisors, LLC427KShares$18.7 Million0.37% of portfolio
-
Weitzel Financial Services, Inc.280KShares$12.3 Million5.77% of portfolio