Summit X, LLC Fidelity Covington Tr Transaction History
Summit X, LLC
- $383 Million
- Q1 2024
Shares
2 transactions
Others Institutions Holding FIDI
# of Institutions
30Shares Held
1.64MCall Options Held
0Put Options Held
0-
David Kennon Inc Sarasota, FL379KShares$7.88 Million3.74% of portfolio
-
Commonwealth Equity Services, LLC375KShares$7.81 Million0.01% of portfolio
-
Kestra Advisory Services, LLC173KShares$3.59 Million0.03% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ102KShares$2.13 Million0.0% of portfolio
-
Concurrent Investment Advisors, LLC Tampa, FL88.3KShares$1.84 Million0.07% of portfolio