Summit Wealth Partners, LLC First Tr Ex Tr Fd Viii Cboe Ve Transaction History
Summit Wealth Partners, LLC
- $519 Billion
- Q3 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 14,337 shares of QDEC stock, worth $397,565. This represents 0.07% of its overall portfolio holdings.
Number of Shares
14,337
Previous 21,506
33.33%
Holding current value
$397,565
Previous $560 Million
31.76%
% of portfolio
0.07%
Previous 0.12%
Shares
5 transactions
Others Institutions Holding QDEC
# of Institutions
82Shares Held
4.9MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC619KShares$17.2 Million0.01% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ505KShares$14 Million0.03% of portfolio
-
Cetera Investment Advisers Schaumburg, IL444KShares$12.3 Million0.03% of portfolio
-
Smart Wealth LLC Omaha, NE250KShares$6.93 Million2.61% of portfolio
-
Kestra Advisory Services, LLC235KShares$6.51 Million0.04% of portfolio