Summit X, LLC Ishares Tr Transaction History
Summit X, LLC
- $383 Million
- Q1 2024
Shares
8 transactions
Others Institutions Holding LRGF
# of Institutions
185Shares Held
29.6MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY4.3MShares$246 Million14.98% of portfolio
-
Tolleson Wealth Management, Inc. Dallas, TX2.06MShares$118 Million21.68% of portfolio
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Sig Fig Wealth Management, LLC San Francisco, CA2.05MShares$117 Million4.04% of portfolio
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Wells Fargo & Company San Francisco, CA1.77MShares$101 Million0.02% of portfolio
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Plancorp, LLC1.46MShares$83.4 Million3.42% of portfolio