Summit Financial Strategies, Inc. Advisorshares Dorsey Wright Ad Transaction History
Summit Financial Strategies, Inc.
- $821 Million
- Q3 2024
Shares
2 transactions
Others Institutions Holding AADR
# of Institutions
17Shares Held
164KCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA42.1KShares$2.72 Million0.0% of portfolio
-
Arete Wealth Advisors, LLC Chicago, IL40.3KShares$2.6 Million0.07% of portfolio
-
Envestnet Asset Management Inc15KShares$966,5240.0% of portfolio
-
Truist Financial Corp14.3KShares$920,6010.0% of portfolio
-
Raymond James & Associates St Petersburg, FL12.3KShares$794,5860.0% of portfolio