Captrust Financial Advisors Schwab Fundamental U S Large C Call Options Transaction History
Captrust Financial Advisors
- $33 Billion
- Q3 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding FNDX
# of Institutions
599Shares Held
211MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA131MShares$3.23 Billion1.82% of portfolio
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Signature Estate & Investment Advisors LLC3.2MShares$79 Million5.31% of portfolio
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Mc Adam, LLC2.92MShares$72 Million11.84% of portfolio
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Charles Schwab Trust CO2.71MShares$66.9 Million5.63% of portfolio
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Gemmer Asset Management LLC2.47MShares$61.1 Million5.96% of portfolio