Summit Wealth Partners, LLC First Tr Ex Tr Viii Ft Cboe Ve Call Options Transaction History
Summit Wealth Partners, LLC
- $482 Billion
- Q2 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding QMAR
# of Institutions
86Shares Held
6.49MCall Options Held
0Put Options Held
0-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL665KShares$18.6 Million0.03% of portfolio
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Outlook Wealth Advisors, LLC505KShares$14.1 Million5.1% of portfolio
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Truist Financial Corp400KShares$11.2 Million0.02% of portfolio
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Cetera Investment Advisers Schaumburg, IL306KShares$8.55 Million0.02% of portfolio
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Cambridge Investment Research Advisors, Inc.306KShares$8.54 Million0.03% of portfolio