Summit Financial Wealth Advisors, LLC First Tr Ex Trd Viii Cboe Vest Transaction History
Summit Financial Wealth Advisors, LLC
- $505 Million
- Q3 2024
A detailed history of Summit Financial Wealth Advisors, LLC transactions in First Tr Ex Trd Viii Cboe Vest stock. As of the latest transaction made, Summit Financial Wealth Advisors, LLC holds 5,767 shares of FJUN stock, worth $297,923. This represents 0.06% of its overall portfolio holdings.
Number of Shares
5,767
Previous 5,767
-0.0%
Holding current value
$297,923
Previous $279,000
4.3%
% of portfolio
0.06%
Previous 0.06%
Shares
1 transactions
Others Institutions Holding FJUN
# of Institutions
138Shares Held
5.4MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc373KShares$19.3 Million0.01% of portfolio
-
Commonwealth Equity Services, LLC329KShares$17 Million0.03% of portfolio
-
Cetera Investment Advisers Schaumburg, IL314KShares$16.2 Million0.04% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ271KShares$14 Million0.03% of portfolio
-
Mc Carthy & Cox Marysville, OH242KShares$12.5 Million4.69% of portfolio