Summit Wealth Partners, LLC First Tr ETF Iii Municipal Hig Transaction History
Summit Wealth Partners, LLC
- $554 Billion
- Q3 2025
A detailed history of Summit Wealth Partners, LLC transactions in First Tr ETF Iii Municipal Hig stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 14,401 shares of FMHI stock, worth $690,383. This represents 0.12% of its overall portfolio holdings.
Number of Shares
14,401
Previous 14,465
0.44%
Holding current value
$690,383
Previous $676 Million
1.28%
% of portfolio
0.12%
Previous 0.13%
Shares
5 transactions
Others Institutions Holding FMHI
# of Institutions
185Shares Held
13MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC1.55MShares$74.4 Million0.12% of portfolio
-
Morgan Stanley New York, NY1.2MShares$57.7 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.04MShares$49.8 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA991KShares$47.5 Million0.01% of portfolio
-
Meeder Advisory Services, Inc. Dublin, OH450KShares$21.6 Million0.99% of portfolio