Summit Financial Wealth Advisors, LLC Invesco ETF Tr Ii S&P Midcap L Transaction History
Summit Financial Wealth Advisors, LLC
- $490 Million
- Q4 2024
Shares
2 transactions
Others Institutions Holding XMLV
# of Institutions
214Shares Held
7.17MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY568KShares$35 Million0.0% of portfolio
-
Pfs Investments Inc. Duluth, GA518KShares$31.9 Million0.44% of portfolio
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Cambridge Investment Research Advisors, Inc.450KShares$27.7 Million0.09% of portfolio
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Lpl Financial LLC Fort Mill, SC394KShares$24.3 Million0.01% of portfolio
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Brookstone Capital Management342KShares$21.1 Million0.35% of portfolio