Summit Investment Advisory Services, LLC Wiswisdomtree Tr Transaction History
Summit Investment Advisory Services, LLC
- $194 Billion
- Q4 2024
Shares
4 transactions
Others Institutions Holding DNL
# of Institutions
115Shares Held
12.8MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC1.11MShares$42.3 Million0.0% of portfolio
-
Morgan Stanley New York, NY1MShares$38.1 Million0.0% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN811KShares$30.8 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC786KShares$29.8 Million0.01% of portfolio
-
Cwm, LLC755KShares$28.7 Million0.11% of portfolio