Summit Wealth Group, LLC First Tr Large Cap Core Alphde Transaction History
Summit Wealth Group, LLC
- $347 Million
- Q3 2024
Shares
2 transactions
Others Institutions Holding FEX
# of Institutions
222Shares Held
7.3MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.03MShares$116 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC791KShares$89.3 Million0.04% of portfolio
-
Janney Montgomery Scott LLC503KShares$56.8 Million0.15% of portfolio
-
Wells Fargo & Company San Francisco, CA469KShares$53 Million0.01% of portfolio
-
Ubs Group Ag235KShares$26.5 Million0.01% of portfolio