Summit Wealth & Retirement Planning, Inc. Flexshares Tr Real Assets Allo Transaction History
Summit Wealth & Retirement Planning, Inc.
- $269 Million
- Q1 2024
Shares
8 transactions
Others Institutions Holding ASET
# of Institutions
15Shares Held
155KCall Options Held
0Put Options Held
0-
Td Waterhouse Canada Inc. Toronto, A631.8KShares$980,5690.01% of portfolio
-
Bank Of America Corp Charlotte, NC29.5KShares$910,4220.0% of portfolio
-
Jane Street Group, LLC New York, NY21.6KShares$665,5270.0% of portfolio
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Susquehanna International Group, LLP Bala Cynwyd, PA14.9KShares$458,7240.0% of portfolio
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Kestra Advisory Services, LLC12.6KShares$387,3450.0% of portfolio