Summit Asset Management, LLC Schwab Strategic Tr Intl Divid Call Options Transaction History
Summit Asset Management, LLC
- $866 Million
- Q3 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding SCHY
# of Institutions
126Shares Held
9.63MCall Options Held
0Put Options Held
0-
Cresset Asset Management, LLC Chicago, IL1.98MShares$47.5 Million0.2% of portfolio
-
Souders Financial Advisors525KShares$12.6 Million2.01% of portfolio
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Pathstone Family Office, LLC Englewood, NJ377KShares$9.05 Million0.06% of portfolio
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Envestnet Asset Management Inc328KShares$7.86 Million0.0% of portfolio
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Kohmann Bosshard Financial Services, LLC310KShares$7.43 Million1.01% of portfolio