Curtis Advisory Group, LLC Schwab Fundamental Intl Small Call Options Transaction History
Curtis Advisory Group, LLC
- $256 Million
- Q1 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
---|
Others Institutions Holding FNDC
# of Institutions
219Shares Held
64.9MCall Options Held
1.6KPut Options Held
0-
Charles Schwab Investment Advisory, Inc. San Francisco, CA55.6MShares$1.97 Billion2.71% of portfolio
-
Victory Capital Management Inc1MShares$35.5 Million0.04% of portfolio
-
Exencial Wealth Advisors, LLC Oklahoma City, OK732KShares$25.9 Million0.99% of portfolio
-
Ghp Investment Advisors, Inc. Denver, CO459KShares$16.3 Million0.81% of portfolio
-
Merriman Wealth Management, LLC373KShares$13.2 Million0.61% of portfolio