Summit Wealth & Retirement Planning, Inc. Flexshares Tr Credit Scored Us Call Options Transaction History

Summit Wealth & Retirement Planning, Inc.

$269 Million
Q1 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding SKOR

# of Institutions

39

Shares Held

6.79M

Call Options Held

0

Put Options Held

0

Cerity Partners LLC New York, NY

1.83M
Shares

$87 Million
0.23% of portfolio
Northern Trust Corp Chicago, IL

1.77M
Shares

$84.2 Million
0.01% of portfolio
Argi Investment Services, LLC

1.19M
Shares

$56.6 Million
1.77% of portfolio
Ae Wealth Management LLC

371K
Shares

$17.6 Million
0.22% of portfolio
Harbour Trust & Investment Management CO Michigan City, IN

298K
Shares

$14.2 Million
1.79% of portfolio

About FLEXSHARES TR CREDIT SCORED US

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