Capital Advisory Group Advisory Services, LLC Schwab Fundamental U S Small C Call Options Transaction History
Capital Advisory Group Advisory Services, LLC
- $233 Million
- Q2 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding FNDA
# of Institutions
406Shares Held
119MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA97.6MShares$5.58 Billion1.03% of portfolio
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Waddell & Associates, LLC1.25MShares$71.6 Million9.12% of portfolio
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Clarius Group, LLC Seattle, WA1.05MShares$59.8 Million4.14% of portfolio
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Steele Capital Management, Inc. Dubuque, IA976KShares$55.8 Million3.0% of portfolio
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Ameriprise Financial Inc Minneapolis, MN894KShares$51.1 Million0.01% of portfolio