Avantax Planning Partners, Inc. Schwab Us Aggregate Bond ETF Put Options Transaction History
Avantax Planning Partners, Inc.
- $2.78 Billion
- Q3 2024
Put Options
0 transactions
Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
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Others Institutions Holding SCHZ
# of Institutions
628Shares Held
82.9MCall Options Held
100Put Options Held
0-
Jpmorgan Chase & CO New York, NY6.33MShares$145 Million0.02% of portfolio
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Ameriprise Financial Inc Minneapolis, MN4.15MShares$95.3 Million0.05% of portfolio
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Charles Schwab Trust CO2.9MShares$66.6 Million12.11% of portfolio
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Rockbridge Investment Management, Lcc Syracuse, NY2.85MShares$65.4 Million17.53% of portfolio
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Financial Engines Advisors L.L.C. Santa Clara, CA2.53MShares$58 Million0.25% of portfolio