Summit Wealth & Retirement Planning, Inc. Flexshares Cr Scored Us Long C Transaction History
Summit Wealth & Retirement Planning, Inc.
- $269 Million
- Q1 2024
Shares
8 transactions
Others Institutions Holding LKOR
# of Institutions
14Shares Held
157KCall Options Held
0Put Options Held
0-
Jane Street Group, LLC New York, NY61.9KShares$2.67 Million0.0% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL41.1KShares$1.77 Million0.0% of portfolio
-
Stratos Wealth Advisors, LLC12.5KShares$536,8240.03% of portfolio
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Lpl Financial LLC Fort Mill, SC12.4KShares$533,4210.0% of portfolio
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Cambridge Investment Research Advisors, Inc.7.05KShares$303,6430.0% of portfolio