Capital Directions Investment Advisors, LLC Schwab Strategic Tr Us Large C Call Options Transaction History
Capital Directions Investment Advisors, LLC
- $268 Million
- Q4 2022
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
---|
Others Institutions Holding SCHG
# of Institutions
1,252Shares Held
169MCall Options Held
87.2KPut Options Held
25.8K-
Financial Engines Advisors L.L.C. Santa Clara, CA10.6MShares$1.08 Billion2.39% of portfolio
-
Envestnet Asset Management Inc9.98MShares$1.02 Billion0.36% of portfolio
-
Sei Investments CO Oaks, PA9.1MShares$930 Million1.33% of portfolio
-
Mather Group, Llc. Chicago, IL9.08MShares$928 Million11.2% of portfolio
-
Avantax Planning Partners, Inc.4.49MShares$459 Million14.61% of portfolio