Summit Wealth Partners, LLC First Tr Ex Tr Fd Viii Ft Cboe Transaction History
Summit Wealth Partners, LLC
- $519 Billion
- Q3 2024
Shares
3 transactions
Others Institutions Holding FDEC
# of Institutions
119Shares Held
5.77MCall Options Held
0Put Options Held
0-
American Portfolios Advisors Holbrook, NY849KShares$37.7 Million1.07% of portfolio
-
Sigma Planning Corp Ann Arbor, MI425KShares$18.9 Million0.58% of portfolio
-
Cwm, LLC338KShares$15 Million0.06% of portfolio
-
Commonwealth Equity Services, LLC304KShares$13.5 Million0.02% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL257KShares$11.4 Million0.02% of portfolio