Summit Financial Wealth Advisors, LLC First Tr Ex Tr Fd Viii Ft Cboe Transaction History
Summit Financial Wealth Advisors, LLC
- $609 Million
- Q3 2025
A detailed history of Summit Financial Wealth Advisors, LLC transactions in First Tr Ex Tr Fd Viii Ft Cboe stock. As of the latest transaction made, Summit Financial Wealth Advisors, LLC holds 8,952 shares of FDEC stock, worth $440,169. This represents 0.07% of its overall portfolio holdings.
Number of Shares
8,952
Previous 8,952
-0.0%
Holding current value
$440,169
Previous $417,000
5.52%
% of portfolio
0.07%
Previous 0.08%
Shares
5 transactions
Others Institutions Holding FDEC
# of Institutions
152Shares Held
8.1MCall Options Held
0Put Options Held
0-
American Portfolios Advisors Holbrook, NY849KShares$41.7 Million1.07% of portfolio
-
Envestnet Asset Management Inc719KShares$35.4 Million0.01% of portfolio
-
Griffith & Werner, Inc. Canton, GA558KShares$27.5 Million15.07% of portfolio
-
Commonwealth Equity Services, LLC494KShares$24.3 Million0.03% of portfolio
-
Cwm, LLC372KShares$18.3 Million0.06% of portfolio