Sutton Wealth Advisors Inc. Schwab Fundamental U S Large C Call Options Transaction History
Sutton Wealth Advisors Inc.
- $203 Billion
- Q3 2023
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding FNDX
# of Institutions
596Shares Held
193MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA131MShares$3.28 Billion1.82% of portfolio
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Captrust Financial Advisors Raleigh, NC4.64MShares$117 Million1.01% of portfolio
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Signature Estate & Investment Advisors LLC3.2MShares$80.3 Million5.31% of portfolio
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Mc Adam, LLC2.92MShares$73.2 Million11.84% of portfolio
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Ameriprise Financial Inc Minneapolis, MN2.33MShares$58.6 Million0.04% of portfolio