Summit Wealth Partners, LLC First Tr Ex Tr Fd Viii Ft Cboe Transaction History
Summit Wealth Partners, LLC
- $519 Billion
- Q3 2024
Shares
6 transactions
Others Institutions Holding DDEC
# of Institutions
86Shares Held
4.69MCall Options Held
0Put Options Held
0-
Spinnaker Trust1.86MShares$74.2 Million4.55% of portfolio
-
Townsquare Capital LLC291KShares$11.6 Million0.16% of portfolio
-
Commonwealth Equity Services, LLC222KShares$8.85 Million0.01% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ172KShares$6.89 Million0.02% of portfolio
-
Envestnet Asset Management Inc147KShares$5.86 Million0.0% of portfolio