Summit Wealth Partners, LLC First Tr ETF Viii Ft Cboe Vest Transaction History
Summit Wealth Partners, LLC
- $487 Billion
- Q4 2024
Shares
3 transactions
Others Institutions Holding FNOV
# of Institutions
137Shares Held
5.13MCall Options Held
0Put Options Held
0-
Cetera Investment Advisers Schaumburg, IL511KShares$24.9 Million0.05% of portfolio
-
Altman Advisors, Inc. Chicago, IL379KShares$18.4 Million7.97% of portfolio
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Mc Carthy & Cox Marysville, OH333KShares$16.2 Million5.53% of portfolio
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Ifp Advisors, Inc254KShares$12.4 Million0.42% of portfolio
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Lpl Financial LLC Fort Mill, SC204KShares$9.94 Million0.0% of portfolio