Exencial Wealth Advisors, LLC Schwab Fundamental Intl Small Put Options Transaction History
Exencial Wealth Advisors, LLC
- $2.75 Billion
- Q2 2025
Put Options
0 transactions
Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
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Others Institutions Holding FNDC
# of Institutions
277Shares Held
41.2MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA30.1MShares$1.35 Billion0.23% of portfolio
-
Victory Capital Management Inc1MShares$44.9 Million0.03% of portfolio
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Ghp Investment Advisors, Inc. Denver, CO582KShares$26.1 Million1.1% of portfolio
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Kelman Lazarov, Inc. Memphis, TN476KShares$21.3 Million3.48% of portfolio
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Jane Street Group, LLC New York, NY457KShares$20.5 Million0.0% of portfolio