Summit Financial Wealth Advisors, LLC Wisdomtree Tr U.S Total Divide Transaction History
Summit Financial Wealth Advisors, LLC
- $505 Million
- Q3 2024
Shares
6 transactions
Others Institutions Holding DTD
# of Institutions
194Shares Held
8.56MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC2.02MShares$162 Million0.01% of portfolio
-
Morgan Stanley New York, NY1.19MShares$95.4 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC658KShares$52.7 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA359KShares$28.8 Million0.01% of portfolio
-
Cetera Investment Advisers Schaumburg, IL329KShares$26.4 Million0.06% of portfolio