Summit Wealth Partners, LLC First Tr Ex Tr Fd Viii Cboe Ve Transaction History
Summit Wealth Partners, LLC
- $482 Billion
- Q2 2024
A detailed history of Summit Wealth Partners, LLC transactions in First Tr Ex Tr Fd Viii Cboe Ve stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 21,506 shares of QDEC stock, worth $563,457. This represents 0.12% of its overall portfolio holdings.
Number of Shares
21,506
Previous 22,180
3.04%
Holding current value
$563,457
Previous $551 Million
1.68%
% of portfolio
0.12%
Previous 0.12%
Shares
4 transactions
Others Institutions Holding QDEC
# of Institutions
90Shares Held
5.9MCall Options Held
0Put Options Held
0-
Cetera Investment Advisers Schaumburg, IL794KShares$20.8 Million0.05% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ696KShares$18.2 Million0.04% of portfolio
-
Cambridge Investment Research Advisors, Inc.399KShares$10.5 Million0.04% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL287KShares$7.53 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC277KShares$7.26 Million0.0% of portfolio