Vertex Planning Partners, LLC Schwab Strategic Tr 5 10 Yr C Put Options Transaction History
Vertex Planning Partners, LLC
- $385 Billion
- Q2 2024
Put Options
0 transactions
Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
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Others Institutions Holding SCHI
# of Institutions
195Shares Held
136MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA120MShares$2.7 Billion1.02% of portfolio
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River Front Investment Group, LLC Richmond, VA3.95MShares$89.2 Million4.73% of portfolio
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Envestnet Asset Management Inc3.69MShares$83.2 Million0.06% of portfolio
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Raymond James & Associates St Petersburg, FL1.12MShares$25.4 Million0.03% of portfolio
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Royal Bank Of Canada Toronto, A6594KShares$13.4 Million0.01% of portfolio