Summit Wealth Group, LLC Global X Mlp ETF Transaction History
Summit Wealth Group, LLC
- $345 Million
- Q4 2024
Shares
1 transactions
Others Institutions Holding MLPA
# of Institutions
230Shares Held
19MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY3.75MShares$198 Million0.01% of portfolio
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Creative Planning Overland Park, KS1.99MShares$105 Million0.1% of portfolio
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Bank Of America Corp Charlotte, NC1.12MShares$59.2 Million0.0% of portfolio
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Wells Fargo & Company San Francisco, CA1.01MShares$53.5 Million0.01% of portfolio
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Ubs Group Ag952KShares$50.2 Million0.01% of portfolio