Wr Wealth Planners, LLC Schwab Strategic U.S. Reit ETF Call Options Transaction History
Wr Wealth Planners, LLC
- $347 Million
- Q3 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding SCHH
# of Institutions
518Shares Held
257MCall Options Held
28.4KPut Options Held
83.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA52.9MShares$1.2 Billion2.52% of portfolio
-
Us Bancorp \De\27.6MShares$626 Million0.83% of portfolio
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Creative Planning Overland Park, KS25.7MShares$583 Million0.59% of portfolio
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Northwestern Mutual Wealth Management CO7.55MShares$171 Million0.16% of portfolio
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Envestnet Portfolio Solutions, Inc. Berwyn, PA6.98MShares$158 Million0.58% of portfolio