Summit Wealth Partners, LLC First Tr Exc Trd Fd Viii Ft Cb 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 BUFD
# of Institutions
144Shares Held
32.7MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC5.53MShares$141 Million0.06% of portfolio
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Gw Henssler & Associates LTD4.06MShares$104 Million5.76% of portfolio
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Envestnet Asset Management Inc3.32MShares$84.7 Million0.03% of portfolio
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Centennial Wealth Advisory LLC1.82MShares$46.5 Million18.02% of portfolio
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Creekmur Asset Management LLC Morton, IL1.36MShares$34.7 Million8.0% of portfolio