Financial Synergies Wealth Advisors, Inc. Credit Suisse Group Ag Transaction History
Financial Synergies Wealth Advisors, Inc.
- $805 Billion
- Q3 2024
Shares
2 transactions
Others Institutions Holding CS
# of Institutions
9Shares Held
68.4KCall Options Held
0Put Options Held
16.8K-
Brinker Capital Investments, LLC31.2KShares$27,7270.0% of portfolio
-
Corient Capital Partners, LLC Newport Beach, CA17.5KShares$15,5390.01% of portfolio
-
Drw Securities, L.L.C. Chicago, IL16.8KShares$14,9520.0% of portfolio
-
Wipfli Financial Advisors Llc,1.88KShares$1,6720.0% of portfolio
-
American Portfolios Advisors Holbrook, NY500Shares$4450.0% of portfolio
About CREDIT SUISSE GROUP AG
- Ticker CS
- Exchange OTC
- Sector Financial Services
- Industry Banks—Diversified
- Shares Outstandng 2,610,800,128
- Market Cap $2.32B
- Description
- Credit Suisse Group AG, together with its subsidiaries, provides various financial services in Switzerland, Europe, the Middle East, Africa, the Americas, and Asia Pacific. The company offers wealth management solutions, including investment advice and discretionary asset management services; risk management solutions, such as managed investment...