Cape Investment Advisory, Inc. Schwab Strategic Tr Intl Divid Put Options Transaction History
Cape Investment Advisory, Inc.
- $247 Billion
- Q3 2024
Put Options
0 transactions
Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
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Others Institutions Holding SCHY
# of Institutions
127Shares Held
9.64MCall Options Held
0Put Options Held
0-
Cresset Asset Management, LLC Chicago, IL1.98MShares$48.3 Million0.2% of portfolio
-
Summit Asset Management, LLC Memphis, TN841KShares$20.5 Million2.54% of portfolio
-
Souders Financial Advisors525KShares$12.8 Million2.01% of portfolio
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Pathstone Family Office, LLC Englewood, NJ377KShares$9.2 Million0.06% of portfolio
-
Envestnet Asset Management Inc328KShares$7.99 Million0.0% of portfolio