Summit Wealth Partners, LLC First Tr Exch Trd Fd Viii Ft C Call Options Transaction History
Summit Wealth Partners, LLC
- $519 Billion
- Q3 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding FJUL
# of Institutions
144Shares Held
6.67MCall Options Held
0Put Options Held
0-
Cwm, LLC487KShares$23.9 Million0.1% of portfolio
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Envestnet Asset Management Inc469KShares$23 Million0.01% of portfolio
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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