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 |
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Others Institutions Holding SCHV
# of Institutions
802Shares Held
105MCall Options Held
3.2KPut Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA18.6MShares$1.44 Billion3.08% of portfolio
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Sei Investments CO Oaks, PA11.5MShares$889 Million1.23% of portfolio
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Mather Group, Llc. Chicago, IL11.1MShares$860 Million10.09% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ4.46MShares$344 Million0.81% of portfolio
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Envestnet Asset Management Inc4.02MShares$311 Million0.11% of portfolio