Wr Wealth Planners, LLC Schwab Strategic Tr Us Emergin Put Options Transaction History

Wr Wealth Planners, LLC

$347 Million
Q3 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding SCHE

# of Institutions

771

Shares Held

240M

Call Options Held

13.7K

Put Options Held

0

Creative Planning Overland Park, KS

21.2M
Shares

$605 Million
0.62% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

19.2M
Shares

$547 Million
1.15% of portfolio
High Tower Advisors, LLC Chicago, IL

7.26M
Shares

$207 Million
0.3% of portfolio
Us Bancorp \De\

3.81M
Shares

$109 Million
0.14% of portfolio
Sage View Advisory Group, LLC Newport Beach, CA

3.21M
Shares

$91.5 Million
3.96% of portfolio

About SCHWAB STRATEGIC TR US EMERGIN

Ticker SCHE
Sector ETFs
Industry ETFs

More about SCHE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wr Wealth Planners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wr Wealth Planners, LLC with notifications on news.