Summit Wealth Partners, LLC Innovator Growth 100 Power Buf Transaction History
Summit Wealth Partners, LLC
- $487 Billion
- Q4 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 8,240 shares of NJUL stock, worth $524,640. This represents 0.11% of its overall portfolio holdings.
Number of Shares
8,240
Previous 12,658
34.9%
Holding current value
$524,640
Previous $770 Million
32.81%
% of portfolio
0.11%
Previous 0.15%
Shares
15 transactions
Others Institutions Holding NJUL
# of Institutions
102Shares Held
3.03MCall Options Held
0Put Options Held
0-
Round Table Services, LLC483KShares$30.7 Million3.99% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ163KShares$10.4 Million0.02% of portfolio
-
Mai Capital Management128KShares$8.17 Million0.08% of portfolio
-
High Tower Advisors, LLC Chicago, IL115KShares$7.29 Million0.01% of portfolio
-
Personal Cfo Solutions, LLC110KShares$6.99 Million0.95% of portfolio