Summit Wealth Partners, LLC First Tr Ex Tr Viii Ft Cboe Ve Transaction History
Summit Wealth Partners, LLC
- $519 Billion
- Q3 2024
Shares
4 transactions
Others Institutions Holding QMAR
# of Institutions
86Shares Held
5.37MCall Options Held
0Put Options Held
0-
Outlook Wealth Advisors, LLC523KShares$15.4 Million5.19% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL408KShares$12 Million0.02% of portfolio
-
Truist Financial Corp399KShares$11.8 Million0.02% of portfolio
-
Cambridge Investment Research Advisors, Inc.313KShares$9.24 Million0.03% of portfolio
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Commonwealth Equity Services, LLC273KShares$8.07 Million0.01% of portfolio