Summit Financial Wealth Advisors, LLC Ishares Tr Core Growth Allocat Put Options Transaction History

Summit Financial Wealth Advisors, LLC

$490 Million
Q4 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding AOR

# of Institutions

390

Shares Held

19.8M

Call Options Held

0

Put Options Held

0

Wells Fargo & Company San Francisco, CA

2M
Shares

$117 Million
0.03% of portfolio
Black Rock Inc. New York, NY

1.62M
Shares

$94.8 Million
0.0% of portfolio
Raymond James Financial Inc St. Petersburg, FL

1.07M
Shares

$62.9 Million
0.02% of portfolio
Morgan Stanley New York, NY

847K
Shares

$49.7 Million
0.0% of portfolio
Jpmorgan Chase & CO New York, NY

682K
Shares

$40 Million
0.0% of portfolio

About ISHARES TR CORE GROWTH ALLOCAT

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