Bordeaux Wealth Advisors LLC Schwab Strategic Tr Us Large C Call Options Transaction History
Bordeaux Wealth Advisors LLC
- $551 Million
- Q3 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding SCHX
# of Institutions
1,353Shares Held
349MCall Options Held
34.3KPut Options Held
1.2K-
Creative Planning Overland Park, KS27.9MShares$653 Million1.88% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO25.6MShares$599 Million18.81% of portfolio
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Us Bancorp \De\20.6MShares$482 Million1.81% of portfolio
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Mercer Global Advisors Inc Denver, CO13.9MShares$326 Million2.07% of portfolio
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Sei Investments CO Oaks, PA12.4MShares$289 Million1.12% of portfolio