Summit Wealth Partners, LLC Listed Fds Tr Trueshares Struc Call Options Transaction History
Summit Wealth Partners, LLC
- $519 Billion
- Q3 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding JULZ
# of Institutions
21Shares Held
448KCall Options Held
0Put Options Held
0-
Mid American Wealth Advisory Group, Inc. Kansas City, MO113KShares$4.39 Million3.0% of portfolio
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Ae Wealth Management LLC108KShares$4.21 Million0.05% of portfolio
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Valtinson Bruner Financial Planning LLC60.1KShares$2.34 Million1.01% of portfolio
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Lloyd Advisory Services, Llc. Suwanee, GA39.8KShares$1.55 Million1.4% of portfolio
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Wealth Enhancement Advisory Services, LLC25.2KShares$981,5830.0% of portfolio