Summit Wealth & Retirement Planning, Inc. Flexshares Cr Scored Us Long C Call Options Transaction History
Summit Wealth & Retirement Planning, Inc.
- $300 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 LKOR
# of Institutions
14Shares Held
342KCall Options Held
0Put Options Held
0-
Systelligence, LLC250KShares$10.8 Million3.02% of portfolio
-
Cetera Investment Advisers Schaumburg, IL27.3KShares$1.18 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7KShares$763,1710.0% of portfolio
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Stratos Wealth Advisors, LLC15.8KShares$683,3800.03% of portfolio
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Comprehensive Wealth Management, LLC Lynnwood, WA13.3KShares$574,2140.4% of portfolio