Exencial Wealth Advisors, LLC Schwab Fundamental Intl Small Call Options Transaction History
Exencial Wealth Advisors, LLC
- $2.63 Billion
- 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
65MCall Options Held
1.6KPut Options Held
0-
Charles Schwab Investment Advisory, Inc. San Francisco, CA55.6MShares$1.93 Billion2.71% of portfolio
-
Victory Capital Management Inc1MShares$34.8 Million0.04% of portfolio
-
Ghp Investment Advisors, Inc. Denver, CO459KShares$15.9 Million0.81% of portfolio
-
Merriman Wealth Management, LLC373KShares$13 Million0.61% of portfolio
-
Clarius Group, LLC Seattle, WA290KShares$10.1 Million0.72% of portfolio