Summit Trail Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History
Summit Trail Advisors, LLC
- $3 Billion
- Q1 2025
Shares
2 transactions
Others Institutions Holding PSI
# of Institutions
127Shares Held
3.58MCall Options Held
100Put Options Held
400-
Lpl Financial LLC Fort Mill, SC597KShares$36.9 Million0.01% of portfolio
-
Morgan Stanley New York, NY252KShares$15.5 Million0.0% of portfolio
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Cetera Investment Advisers Schaumburg, IL195KShares$12.1 Million0.02% of portfolio
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Bank Of America Corp Charlotte, NC190KShares$11.7 Million0.0% of portfolio
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Captrust Financial Advisors Raleigh, NC183KShares$11.3 Million0.02% of portfolio