Summit Wealth Partners, LLC First Tr Exch Trd Fd Viii Ft C Transaction History
Summit Wealth Partners, LLC
- $487 Billion
- Q4 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 $364,853. This represents 0.07% of its overall portfolio holdings.
Number of Shares
7,255
Previous 7,255
-0.0%
Holding current value
$364,853
Previous $349 Million
1.78%
% of portfolio
0.07%
Previous 0.07%
Shares
1 transactions
Others Institutions Holding FJUL
# of Institutions
147Shares Held
7.19MCall Options Held
0Put Options Held
0-
Raymond James Financial Inc St. Petersburg, FL704KShares$35.4 Million0.01% of portfolio
-
Envestnet Asset Management Inc488KShares$24.6 Million0.01% of portfolio
-
Raymond James & Associates St Petersburg, FL465KShares$23.4 Million0.01% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL405KShares$20.4 Million0.03% of portfolio
-
Mc Carthy & Cox Marysville, OH389KShares$19.6 Million6.62% of portfolio