Waterford Advisors, LLC Schwab Strategic Tr Us Large C Call Options Transaction History
Waterford Advisors, LLC
- $239 Million
- Q2 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding SCHG
# of Institutions
1,255Shares Held
169MCall Options Held
87.2KPut Options Held
25.8K-
Financial Engines Advisors L.L.C. Santa Clara, CA10.6MShares$1.1 Billion2.39% of portfolio
-
Envestnet Asset Management Inc9.98MShares$1.04 Billion0.36% of portfolio
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Sei Investments CO Oaks, PA9.1MShares$947 Million1.33% of portfolio
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Mather Group, Llc. Chicago, IL9.08MShares$945 Million11.2% of portfolio
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Avantax Planning Partners, Inc.4.49MShares$468 Million14.61% of portfolio