Valued Wealth Advisors LLC Schwab Strategic Tr Us Small C Call Options Transaction History
Valued Wealth Advisors LLC
- $154 Billion
- Q3 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding SCHA
# of Institutions
1,144Shares Held
146MCall Options Held
55.6KPut Options Held
7.8K-
Bank Of America Corp Charlotte, NC22.1MShares$617 Million0.1% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO12.3MShares$343 Million2.15% of portfolio
-
Personal Capital Advisors Corp10.5MShares$293 Million2.07% of portfolio
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Sei Investments CO Oaks, PA7.32MShares$204 Million0.5% of portfolio
-
Mercer Global Advisors Inc Denver, CO2.99MShares$83.4 Million0.34% of portfolio