Summit Wealth Partners, LLC First Tr ETF Viii Cboe Vest Us Transaction History
Summit Wealth Partners, LLC
- $519 Billion
- Q3 2024
A detailed history of Summit Wealth Partners, LLC transactions in First Tr ETF Viii Cboe Vest Us stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 7,314 shares of FSEP stock, worth $330,885. This represents 0.06% of its overall portfolio holdings.
Number of Shares
7,314
Previous 7,314
-0.0%
Holding current value
$330,885
Previous $320 Million
2.7%
% of portfolio
0.06%
Previous 0.07%
Shares
5 transactions
Others Institutions Holding FSEP
# of Institutions
100Shares Held
3.58MCall Options Held
0Put Options Held
0-
Cwm, LLC323KShares$14.6 Million0.06% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ299KShares$13.5 Million0.03% of portfolio
-
Commonwealth Equity Services, LLC220KShares$9.96 Million0.01% of portfolio
-
Commonwealth Financial Services, LLC Parkersburg, WV176KShares$7.96 Million1.55% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL127KShares$5.76 Million0.01% of portfolio