Summit Wealth Partners, LLC Innovator U.S. Equity Buffer E Put Options Transaction History
Summit Wealth Partners, LLC
- $519 Billion
- Q3 2024
Put Options
0 transactions
| Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
|---|
Others Institutions Holding BAPR
# of Institutions
103Shares Held
4.54MCall Options Held
0Put Options Held
0-
Commonwealth Equity Services, LLC409KShares$18.2 Million0.03% of portfolio
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Brookstone Capital Management403KShares$17.9 Million0.29% of portfolio
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Personal Cfo Solutions, LLC269KShares$12 Million1.76% of portfolio
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Integral Investment Advisors, Inc.246KShares$10.9 Million3.82% of portfolio
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Penserra Capital Management LLC Orinda, CA241KShares$10.7 Million0.13% of portfolio