Summit Wealth Partners, LLC First Tr Ex Tr Fd Viii Ft Cboe 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

No transaction found.

Others Institutions Holding BUFQ

# of Institutions

104

Shares Held

20.1M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

6.63M
Shares

$207 Million
0.09% of portfolio
Good Life Advisors, LLC

1.23M
Shares

$38.6 Million
2.38% of portfolio
Creekmur Asset Management LLC Morton, IL

1.1M
Shares

$34.4 Million
7.83% of portfolio
Envestnet Asset Management Inc

854K
Shares

$26.7 Million
0.01% of portfolio
Cetera Investment Advisers Schaumburg, IL

815K
Shares

$25.5 Million
0.06% of portfolio

About FIRST TR EX TR FD VIII FT CBOE

Ticker BUFQ
Sector ETFs
Industry ETFs

More about BUFQ

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Summit Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Summit Wealth Partners, LLC with notifications on news.