Summit Wealth Partners, LLC Innovator U.S. Equity Buffer E Transaction History
Summit Wealth Partners, LLC
- $519 Billion
- Q3 2024
Shares
2 transactions
Others Institutions Holding BMAR
# of Institutions
101Shares Held
2.69MCall Options Held
0Put Options Held
0-
Outlook Wealth Advisors, LLC387KShares$17.9 Million6.05% of portfolio
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Penserra Capital Management LLC Orinda, CA232KShares$10.7 Million0.13% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ150KShares$6.94 Million0.02% of portfolio
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Commonwealth Equity Services, LLC131KShares$6.05 Million0.01% of portfolio
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Retirement Planning Group115KShares$5.33 Million0.33% of portfolio