Summit Wealth Partners, LLC First Tr Exchange Traded Fd Transaction History
Summit Wealth Partners, LLC
- $519 Billion
- Q3 2024
Shares
2 transactions
Others Institutions Holding FCG
# of Institutions
119Shares Held
7.03MCall Options Held
63.5KPut Options Held
27.7K-
Raymond James & Associates St Petersburg, FL917KShares$22.8 Million0.01% of portfolio
-
Ubs Group Ag914KShares$22.8 Million0.01% of portfolio
-
Morgan Stanley New York, NY756KShares$18.8 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC567KShares$14.1 Million0.01% of portfolio
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Bank Of America Corp Charlotte, NC326KShares$8.12 Million0.0% of portfolio