Summit Trail Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History
Summit Trail Advisors, LLC
- $3.97 Billion
- Q3 2024
Shares
2 transactions
Others Institutions Holding PSI
# of Institutions
138Shares Held
3.82MCall Options Held
5.1KPut Options Held
1.7K-
Lpl Financial LLC Fort Mill, SC559KShares$35.3 Million0.01% of portfolio
-
Morgan Stanley New York, NY291KShares$18.4 Million0.0% of portfolio
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Bank Of America Corp Charlotte, NC279KShares$17.6 Million0.0% of portfolio
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Ubs Group Ag210KShares$13.3 Million0.0% of portfolio
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Captrust Financial Advisors Raleigh, NC193KShares$12.2 Million0.03% of portfolio