Summit Wealth Partners, LLC Innovator U.S. Equity Power Bu Transaction History
Summit Wealth Partners, LLC
- $519 Billion
- Q3 2024
Shares
6 transactions
Others Institutions Holding PMAR
# of Institutions
182Shares Held
11.6MCall Options Held
0Put Options Held
0-
Alliancebernstein L.P. New York, NY1.81MShares$72.4 Million0.02% of portfolio
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Penserra Capital Management LLC Orinda, CA967KShares$38.6 Million0.46% of portfolio
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Southland Equity Partners LLC Wildwood, MO761KShares$30.4 Million7.27% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ721KShares$28.8 Million0.07% of portfolio
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Commonwealth Equity Services, LLC307KShares$12.3 Million0.02% of portfolio