Summit Wealth Partners, LLC Innovator Growth 100 Power Buf Transaction History
Summit Wealth Partners, LLC
- $519 Billion
- Q3 2024
A detailed history of Summit Wealth Partners, LLC transactions in Innovator Growth 100 Power Buf stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 12,658 shares of NJUL stock, worth $780,365. This represents 0.15% of its overall portfolio holdings.
Number of Shares
12,658
Previous 9,658
31.06%
Holding current value
$780,365
Previous $574 Million
34.06%
% of portfolio
0.15%
Previous 0.12%
Shares
14 transactions
Others Institutions Holding NJUL
# of Institutions
105Shares Held
3.12MCall Options Held
0Put Options Held
0-
Round Table Services, LLC483KShares$29.8 Million3.99% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ163KShares$10.1 Million0.02% of portfolio
-
Mai Capital Management128KShares$7.91 Million0.08% of portfolio
-
High Tower Advisors, LLC Chicago, IL115KShares$7.06 Million0.01% of portfolio
-
Personal Cfo Solutions, LLC110KShares$6.77 Million0.95% of portfolio