Summit Wealth Group LLC / CO First Tr Exchange Trd Fd Healt Transaction History

Summit Wealth Group LLC / CO

$300 Billion
Q3 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 13, 2025	BUY	$93.63 - $103.68 $226,303 - $250,594	2,417 New	2,417 $251 Million

Others Institutions Holding FXH

# of Institutions

259

Shares Held

4.92M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

993K
Shares

$111 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

313K
Shares

$34.9 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

293K
Shares

$32.8 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

283K
Shares

$31.7 Million
0.01% of portfolio
Raymond James Financial Inc St. Petersburg, FL

252K
Shares

$28.2 Million
0.01% of portfolio

About FIRST TR EXCHANGE TRD FD HEALT

Ticker FXH
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Summit Wealth Group LLC / CO, based on Form 13F filings with the SEC.

News

Stay updated on Summit Wealth Group LLC / CO with notifications on news.