Summit Financial Strategies, Inc. Schwab Fundamental Intl Large Transaction History
Summit Financial Strategies, Inc.
- $821 Million
- Q3 2024
Shares
4 transactions
Others Institutions Holding FNDF
# of Institutions
570Shares Held
291MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA136MShares$4.87 Billion0.92% of portfolio
-
Wealth Enhancement Advisory Services, LLC16.7MShares$595 Million1.4% of portfolio
-
Regions Financial Corp10.4MShares$369 Million2.76% of portfolio
-
Auto Owners Insurance CO Lansing, MI8.35MShares$298 Million7.81% of portfolio
-
Wells Fargo & Company San Francisco, CA6.39MShares$228 Million0.06% of portfolio