Ballast Advisors LLC Schwab Strategic Tr 1 5 Yr C Call Options Transaction History
Ballast Advisors LLC
- $322 Million
- Q3 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding SCHJ
# of Institutions
112Shares Held
4.73MCall Options Held
0Put Options Held
0-
Columbus Macro, LLC439KShares$10.7 Million1.54% of portfolio
-
Meridian Wealth Management, LLC316KShares$7.74 Million0.37% of portfolio
-
White Wing Wealth Management The Wodlands, TX304KShares$7.44 Million5.59% of portfolio
-
Modera Wealth Management, LLC207KShares$5.05 Million0.06% of portfolio
-
Envestnet Asset Management Inc189KShares$4.63 Million0.0% of portfolio