Summit X, LLC Ishares Tr Transaction History
Summit X, LLC
- $423 Million
- Q3 2024
Shares
9 transactions
Others Institutions Holding INTF
# of Institutions
147Shares Held
39.8MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY7.88MShares$232 Million14.75% of portfolio
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Halbert Hargrove Global Advisors, LLC2.86MShares$84.3 Million4.97% of portfolio
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Tolleson Wealth Management, Inc. Dallas, TX2.5MShares$73.6 Million14.96% of portfolio
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Balasa Dinverno & Foltz LLC Itasca, IL2.44MShares$71.9 Million3.22% of portfolio
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Clearwater Capital Advisors, LLC1.79MShares$52.8 Million5.78% of portfolio