Summit Wealth Partners, LLC First Tr Exch Trd Fd Viii Ft C Transaction History
Summit Wealth Partners, LLC
- $519 Billion
- Q3 2024
A detailed history of Summit Wealth Partners, LLC transactions in First Tr Exch Trd Fd Viii Ft C stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 7,255 shares of FJUL stock, worth $355,422. This represents 0.07% of its overall portfolio holdings.
Number of Shares
7,255Holding current value
$355,422% of portfolio
0.07%Shares
1 transactions
Others Institutions Holding FJUL
# of Institutions
144Shares Held
6.67MCall Options Held
0Put Options Held
0-
Cwm, LLC487KShares$23.9 Million0.1% of portfolio
-
Envestnet Asset Management Inc469KShares$23 Million0.01% of portfolio
-
Raymond James & Associates St Petersburg, FL465KShares$22.8 Million0.01% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL405KShares$19.8 Million0.03% of portfolio
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Mc Carthy & Cox Marysville, OH400KShares$19.6 Million7.38% of portfolio