Beaumont Financial Advisors, LLC Schwab Strategic U.S. Mid Cap Call Options Transaction History
Beaumont Financial Advisors, LLC
- $1.1 Billion
- Q2 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding SCHM
# of Institutions
912Shares Held
94.9MCall Options Held
6.2KPut Options Held
3K-
Financial Engines Advisors L.L.C. Santa Clara, CA21.2MShares$1.76 Billion3.68% of portfolio
-
Creative Planning Overland Park, KS10MShares$834 Million0.84% of portfolio
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High Tower Advisors, LLC Chicago, IL3.18MShares$264 Million0.39% of portfolio
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Northwestern Mutual Wealth Management CO2.28MShares$190 Million0.18% of portfolio
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Moneta Group Investment Advisors LLC St Louis, MO2.23MShares$185 Million2.77% of portfolio