Summit Wealth Partners, LLC Innovator U.S. Equity Power Bu Transaction History
Summit Wealth Partners, LLC
- $519 Billion
- Q3 2024
A detailed history of Summit Wealth Partners, LLC transactions in Innovator U.S. Equity Power Bu stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 38,600 shares of PSEP stock, worth $0. This represents 0.29% of its overall portfolio holdings.
Number of Shares
38,600
Previous 28,600
34.97%
Holding current value
$0
Previous $1.07 Billion
38.78%
% of portfolio
0.29%
Previous 0.22%
Shares
11 transactions
Others Institutions Holding PSEP
# of Institutions
185Shares Held
16.3MCall Options Held
0Put Options Held
0-
Alliancebernstein L.P. New York, NY3.98MShares$00.0% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.03MShares$00.0% of portfolio
-
Penserra Capital Management LLC Orinda, CA970KShares$00.46% of portfolio
-
Brookstone Capital Management801KShares$00.0% of portfolio
-
Stuart Chaussee & Associates, Inc.687KShares$00.0% of portfolio