Summit Wealth Group, LLC Schwab Intermediate Term Us Tr Transaction History
Summit Wealth Group, LLC
- $147 Million
- Q1 2024
Shares
1 transactions
Others Institutions Holding SCHR
# of Institutions
382Shares Held
142MCall Options Held
3.1KPut Options Held
4.5K-
Charles Schwab Investment Advisory, Inc. San Francisco, CA81MShares$3.95 Billion5.46% of portfolio
-
Royal Bank Of Canada Toronto, A611.6MShares$566 Million0.14% of portfolio
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Ameriprise Financial Inc Minneapolis, MN4.35MShares$212 Million0.06% of portfolio
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Stifel Financial Corp St. Louis, MO3.6MShares$175 Million0.21% of portfolio
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Goldman Sachs Group Inc New York, NY2.31MShares$113 Million0.02% of portfolio