Curtis Advisory Group, LLC Schwab Us Aggregate Bond ETF Call Options Transaction History
Curtis Advisory Group, LLC
- $334 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 SCHZ
# of Institutions
626Shares Held
96.6MCall Options Held
100Put Options Held
0-
Jpmorgan Chase & CO New York, NY6.33MShares$144 Million0.02% of portfolio
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Charles Schwab Trust CO5.9MShares$134 Million11.76% of portfolio
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Ameriprise Financial Inc Minneapolis, MN4.15MShares$94.6 Million0.05% of portfolio
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Total Wealth Planning, LLC3.57MShares$81.3 Million13.4% of portfolio
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Avantax Planning Partners, Inc.3.14MShares$71.5 Million5.37% of portfolio