Summit Wealth Partners, LLC First Tr Tactical High Yield L Transaction History
Summit Wealth Partners, LLC
- $519 Billion
- Q3 2024
Shares
3 transactions
Others Institutions Holding HYLS
# of Institutions
215Shares Held
30.7MCall Options Held
0Put Options Held
0-
International Assets Investment Management, LLC Orlando, FL6.8MShares$284 Million0.54% of portfolio
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Morgan Stanley New York, NY4.33MShares$181 Million0.01% of portfolio
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Lpl Financial LLC Fort Mill, SC3.18MShares$133 Million0.06% of portfolio
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First Trust Advisors LP Wheaton, IL2.8MShares$117 Million0.12% of portfolio
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Wells Fargo & Company San Francisco, CA2.09MShares$87.1 Million0.02% of portfolio