Summit Wealth & Retirement Planning, Inc. Vaneck Short High Yield Muni E Put Options Transaction History

Summit Wealth & Retirement Planning, Inc.

$300 Million
Q3 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding SHYD

# of Institutions

124

Shares Held

8.99M

Call Options Held

0

Put Options Held

0

Envestnet Asset Management Inc

1.41M
Shares

$31.9 Million
0.01% of portfolio
Mercer Global Advisors Inc Denver, CO

1.36M
Shares

$30.8 Million
0.07% of portfolio
Morgan Stanley New York, NY

902K
Shares

$20.4 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

713K
Shares

$16.1 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

412K
Shares

$9.3 Million
0.0% of portfolio

About VANECK SHORT HIGH YIELD MUNI E

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