Avantax Planning Partners, Inc. Schwab Strategic Tr Us Large C Put Options Transaction History
Avantax Planning Partners, Inc.
- $3.08 Billion
- Q1 2024
Put Options
0 transactions
Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
---|
Others Institutions Holding SCHV
# of Institutions
787Shares Held
102MCall Options Held
9.1KPut Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA19MShares$1.41 Billion3.26% of portfolio
-
Sei Investments CO Oaks, PA10.9MShares$810 Million1.25% of portfolio
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Mather Group, Llc. Chicago, IL10.5MShares$777 Million12.01% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ4.58MShares$339 Million0.8% of portfolio
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Envestnet Asset Management Inc3.64MShares$269 Million0.11% of portfolio