Summit Financial Wealth Advisors, LLC First Trust Stoxx European Sel Transaction History
Summit Financial Wealth Advisors, LLC
- $495 Million
- Q1 2025
Shares
5 transactions
Others Institutions Holding FDD
# of Institutions
114Shares Held
17.7MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.69MShares$44.1 Million0.0% of portfolio
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Wells Fargo & Company San Francisco, CA2.49MShares$40.9 Million0.01% of portfolio
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Raymond James Financial Inc St. Petersburg, FL1.49MShares$24.4 Million0.01% of portfolio
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Manchester Financial Inc1.38MShares$22.7 Million4.99% of portfolio
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Smi Advisory Services, LLC Columbus, IN1.25MShares$20.4 Million9.76% of portfolio