Avantax Planning Partners, Inc. Schwab Fundamental U S Large C Put Options Transaction History
Avantax Planning Partners, Inc.
- $3.1 Billion
- Q2 2024
Put Options
0 transactions
Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
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Others Institutions Holding FNDX
# of Institutions
567Shares Held
187MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA130MShares$3.14 Billion1.68% of portfolio
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Captrust Financial Advisors Raleigh, NC4.33MShares$104 Million0.94% of portfolio
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Mc Adam, LLC2.92MShares$70.2 Million11.84% of portfolio
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Signature Estate & Investment Advisors LLC2.69MShares$64.8 Million4.53% of portfolio
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Northwest Bancshares, Inc. Warren, PA2.1MShares$50.5 Million23.99% of portfolio