Cobblestone Capital Advisors LLC Schwab Fundamental U S Broad M Call Options Transaction History
Cobblestone Capital Advisors LLC
- $1.71 Billion
- Q3 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding FNDB
# of Institutions
145Shares Held
4.05MCall Options Held
0Put Options Held
0-
Financial Consulate, Inc554KShares$13.6 Million10.9% of portfolio
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Callan Capital, LLC La Jolla, CA458KShares$11.3 Million2.26% of portfolio
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High Tower Advisors, LLC Chicago, IL221KShares$5.43 Million0.02% of portfolio
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Systelligence, LLC201KShares$4.96 Million3.74% of portfolio
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Sound Stewardship, LLC Overland Park, KS198KShares$4.88 Million7.83% of portfolio