Consilium Wealth Advisory, LLC Schwab Fundamental Intl Large Call Options Transaction History
Consilium Wealth Advisory, LLC
- $181 Million
- Q3 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding FNDF
# of Institutions
591Shares Held
289MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA138MShares$4.58 Billion1.0% of portfolio
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Wealth Enhancement Advisory Services, LLC16.7MShares$553 Million1.4% of portfolio
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Regions Financial Corp10.8MShares$359 Million2.92% of portfolio
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Auto Owners Insurance CO Lansing, MI8.35MShares$277 Million7.75% of portfolio
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Wells Fargo & Company San Francisco, CA6.32MShares$210 Million0.05% of portfolio