Summit Financial Wealth Advisors, LLC Schwab Strategic Tr 5 10 Yr C Transaction History
Summit Financial Wealth Advisors, LLC
- $490 Million
- Q4 2024
A detailed history of Summit Financial Wealth Advisors, LLC transactions in Schwab Strategic Tr 5 10 Yr C stock. As of the latest transaction made, Summit Financial Wealth Advisors, LLC holds 9,100 shares of SCHI stock, worth $202,657. This represents 0.04% of its overall portfolio holdings.
Number of Shares
9,100Holding current value
$202,657% of portfolio
0.04%Shares
1 transactions
Others Institutions Holding SCHI
# of Institutions
219Shares Held
42MCall Options Held
0Put Options Held
0-
River Front Investment Group, LLC Richmond, VA8.16MShares$182 Million4.21% of portfolio
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Envestnet Asset Management Inc7.51MShares$167 Million0.05% of portfolio
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Campbell Wealth Management5.68MShares$127 Million11.29% of portfolio
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Raymond James Financial Inc St. Petersburg, FL2.39MShares$53.2 Million0.02% of portfolio
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Royal Bank Of Canada Toronto, A61.16MShares$25.7 Million0.01% of portfolio