Summit Wealth Partners, LLC Listed Fds Tr Trueshares Struc Transaction History
Summit Wealth Partners, LLC
- $482 Billion
- Q2 2024
A detailed history of Summit Wealth Partners, LLC transactions in Listed Fds Tr Trueshares Struc stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 19,918 shares of JULZ stock, worth $774,611. This represents 0.17% of its overall portfolio holdings.
Number of Shares
19,918
Previous 19,993
0.38%
Holding current value
$774,611
Previous $784 Million
2.83%
% of portfolio
0.17%
Previous 0.17%
Shares
12 transactions
Others Institutions Holding JULZ
# of Institutions
18Shares Held
300KCall Options Held
0Put Options Held
0-
Ae Wealth Management LLC108KShares$4.21 Million0.05% of portfolio
-
Valtinson Bruner Financial Planning LLC60.3KShares$2.35 Million1.26% of portfolio
-
Lloyd Advisory Services, Llc. Suwanee, GA39.5KShares$1.54 Million1.37% of portfolio
-
Weaver Consulting Group14.1KShares$548,8540.21% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ12.9KShares$499,7360.0% of portfolio