Summit Financial Strategies, Inc. Invesco Actively Mngd ETF Tr U Transaction History
Summit Financial Strategies, Inc.
- $821 Million
- Q3 2024
Shares
2 transactions
Others Institutions Holding GSY
# of Institutions
233Shares Held
29.9MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY3.16MShares$158 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA2.37MShares$119 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.3MShares$115 Million0.06% of portfolio
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Cambridge Investment Research Advisors, Inc.1.42MShares$71.2 Million0.24% of portfolio
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Gradient Investments LLC1.38MShares$69.1 Million1.82% of portfolio