Merkkuri Wealth Advisors LLC Schwab Strategic Tr Us Dividen Call Options Transaction History
Merkkuri Wealth Advisors LLC
- $127 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 SCHD
# of Institutions
1,684Shares Held
276MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$316 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$287 Million0.15% of portfolio
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Morgan Stanley New York, NY9.27MShares$262 Million0.06% of portfolio
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Sumitomo Life Insurance CO8.94MShares$252 Million14.86% of portfolio
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Avantax Advisory Services, Inc.8.27MShares$234 Million4.66% of portfolio