Boulder Wealth Advisors, LLC Schwab Us Aggregate Bond ETF Call Options Transaction History
Boulder Wealth Advisors, LLC
- $112 Million
- Q4 2022
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding SCHZ
# of Institutions
628Shares Held
82.5MCall Options Held
100Put Options Held
0-
Jpmorgan Chase & CO New York, NY6.33MShares$146 Million0.02% of portfolio
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Ameriprise Financial Inc Minneapolis, MN4.15MShares$95.9 Million0.05% of portfolio
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Avantax Planning Partners, Inc.3.14MShares$72.5 Million5.37% of portfolio
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Charles Schwab Trust CO2.9MShares$67 Million12.11% of portfolio
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Rockbridge Investment Management, Lcc Syracuse, NY2.85MShares$65.8 Million17.53% of portfolio