Summit Wealth Partners, LLC Wisdomtree Tr Emerging Mkts Ex Call Options Transaction History
Summit Wealth Partners, LLC
- $519 Billion
- Q3 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding XSOE
# of Institutions
242Shares Held
38.4MCall Options Held
0Put Options Held
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Harel Insurance Investments & Financial Services Ltd.3.8MShares$122 Million2.16% of portfolio
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Morgan Stanley New York, NY3.48MShares$112 Million0.01% of portfolio
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Bank Of America Corp Charlotte, NC2.04MShares$65.5 Million0.01% of portfolio
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Clal Insurance Enterprises Holdings LTD Tel Aviv, L31.81MShares$58.2 Million0.58% of portfolio
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Resources Investment Advisors, Llc. Overland Park, KS1.63MShares$52.3 Million0.64% of portfolio