Summit Wealth Partners, LLC Ishares Tr Core Moderate Alloc Call Options Transaction History
Summit Wealth Partners, LLC
- $519 Billion
- Q3 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding AOM
# of Institutions
251Shares Held
11.3MCall Options Held
0Put Options Held
0-
Black Rock Inc. New York, NY2.73MShares$119 Million0.0% of portfolio
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Lpl Financial LLC Fort Mill, SC939KShares$40.9 Million0.02% of portfolio
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Morgan Stanley New York, NY355KShares$15.5 Million0.0% of portfolio
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Foundations Investment Advisors, LLC304KShares$13.3 Million0.31% of portfolio
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Royal Bank Of Canada Toronto, A6291KShares$12.7 Million0.0% of portfolio