Kingswood Wealth Advisors, LLC Schwab Strategic Tr 1000 Index Put Options Transaction History
Kingswood Wealth Advisors, LLC
- $1.4 Trillion
- Q3 2024
Put Options
0 transactions
Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
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Others Institutions Holding SCHK
# of Institutions
181Shares Held
39.5MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA28.6MShares$827 Million3.25% of portfolio
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Legacy Wealth Management, Inc3.59MShares$104 Million12.87% of portfolio
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Warwick Investment Management, Inc.2.1MShares$60.6 Million27.6% of portfolio
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Armstrong Advisory Group, Inc Needham, MA1.27MShares$36.7 Million5.84% of portfolio
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Waddell & Associates, LLC963KShares$27.8 Million6.53% of portfolio