Curio Wealth, LLC Schwab Fundamental Emerging Mk Call Options Transaction History
Curio Wealth, LLC
- $244 Billion
- Q3 2025
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding FNDE
# of Institutions
433Shares Held
166MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA122MShares$4.59 Billion0.73% of portfolio
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Morgan Stanley New York, NY2.5MShares$94.1 Million0.01% of portfolio
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Bank Of America Corp Charlotte, NC2.22MShares$83.6 Million0.01% of portfolio
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Victory Capital Management Inc2.02MShares$76.2 Million0.05% of portfolio
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Bogart Wealth, LLC1.77MShares$66.8 Million2.61% of portfolio