Summit Wealth Group, LLC Invesco ETF Tr Ii Taxable Mun Transaction History
Summit Wealth Group, LLC
- $147 Million
- Q1 2024
Shares
2 transactions
Others Institutions Holding BAB
# of Institutions
211Shares Held
29.4MCall Options Held
1.2KPut Options Held
27K-
Wealthspire Advisors, LLC New York, NY3.29MShares$87.4 Million1.17% of portfolio
-
Bank Of America Corp Charlotte, NC1.5MShares$39.7 Million0.0% of portfolio
-
State Of Wisconsin Investment Board Madison, WI1.32MShares$35 Million0.1% of portfolio
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Pfs Investments Inc. Duluth, GA1.26MShares$33.6 Million0.55% of portfolio
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Royal Bank Of Canada Toronto, A61.14MShares$30.3 Million0.01% of portfolio