Curio Wealth, LLC Schwab Fundamental Intl Large 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 FNDF
# of Institutions
757Shares Held
309MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA147MShares$6.59 Billion1.05% of portfolio
-
Wealth Enhancement Advisory Services, LLC17.8MShares$798 Million1.25% of portfolio
-
Regions Financial Corp9.71MShares$435 Million2.73% of portfolio
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Bank Of America Corp Charlotte, NC7.22MShares$323 Million0.02% of portfolio
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Morgan Stanley New York, NY6.22MShares$278 Million0.02% of portfolio