Summit Wealth Partners, LLC Ssga Active ETF Tr Ssga Ultra Transaction History
Summit Wealth Partners, LLC
- $519 Billion
- Q3 2024
Shares
3 transactions
Others Institutions Holding ULST
# of Institutions
118Shares Held
11.8MCall Options Held
0Put Options Held
0-
Gradient Investments LLC1.71MShares$69.2 Million1.84% of portfolio
-
Cwm, LLC1.62MShares$65.5 Million0.28% of portfolio
-
January Capital Advisors LLC1.23MShares$49.9 Million43.57% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.08MShares$43.6 Million0.02% of portfolio
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Morgan Stanley New York, NY738KShares$29.9 Million0.0% of portfolio