Coldstream Capital Management Inc Schwab Strategic Tr Us Emergin Put Options Transaction History
Coldstream Capital Management Inc
- $4.64 Billion
- Q4 2024
Put Options
0 transactions
| Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
|---|
Others Institutions Holding SCHE
# of Institutions
834Shares Held
144MCall Options Held
24.2KPut Options Held
300-
Creative Planning Overland Park, KS20.4MShares$542 Million0.53% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.7MShares$496 Million1.05% of portfolio
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High Tower Advisors, LLC Chicago, IL8.37MShares$222 Million0.31% of portfolio
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Sage View Advisory Group, LLC Newport Beach, CA3.48MShares$92.3 Million3.99% of portfolio
-
Envestnet Asset Management Inc2.33MShares$61.9 Million0.02% of portfolio