Summit Wealth & Retirement Planning, Inc. Cambria Shareholder Yld ETF Transaction History
Summit Wealth & Retirement Planning, Inc.
- $281 Million
- Q2 2024
A detailed history of Summit Wealth & Retirement Planning, Inc. transactions in Cambria Shareholder Yld ETF stock. As of the latest transaction made, Summit Wealth & Retirement Planning, Inc. holds 8,010 shares of SYLD stock, worth $573,596. This represents 0.19% of its overall portfolio holdings.
Number of Shares
8,010
Previous 2,986
168.25%
Holding current value
$573,596
Previous $218,000
150.46%
% of portfolio
0.19%
Previous 0.08%
Shares
8 transactions
Others Institutions Holding SYLD
# of Institutions
186Shares Held
11.5MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY982KShares$70.3 Million0.01% of portfolio
-
Smith Anglin Financial, LLC922KShares$66 Million6.41% of portfolio
-
Lpl Financial LLC Fort Mill, SC740KShares$53 Million0.03% of portfolio
-
Raymond James & Associates St Petersburg, FL670KShares$48 Million0.03% of portfolio
-
Commonwealth Equity Services, LLC560KShares$40.1 Million0.06% of portfolio