Summit Wealth & Retirement Planning, Inc. Flexshares Tr Real Assets Allo Call Options Transaction History
Summit Wealth & Retirement Planning, Inc.
- $389 Million
- Q3 2025
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding ASET
# of Institutions
9Shares Held
123KCall Options Held
0Put Options Held
0-
Advisor Group Holdings, Inc. Phoenix, AZ84.2KShares$2.89 Million0.0% of portfolio
-
Jane Street Group, LLC New York, NY20.9KShares$716,5510.0% of portfolio
-
Kestra Advisory Services, LLC8.85KShares$303,4260.0% of portfolio
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Bank Of America Corp Charlotte, NC4.89KShares$167,5460.0% of portfolio
-
Jpmorgan Chase & CO New York, NY4KShares$137,0800.0% of portfolio