Financial Synergies Wealth Advisors, Inc. Schwab Fundamental U S Large C Call Options Transaction History
Financial Synergies Wealth Advisors, Inc.
- $742 Billion
- Q2 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding FNDX
# of Institutions
534Shares Held
183MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Advisory, Inc. San Francisco, CA128MShares$8.81 Billion11.85% of portfolio
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Captrust Financial Advisors Raleigh, NC3.02MShares$208 Million0.68% of portfolio
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Mc Adam, LLC2.75MShares$189 Million11.18% of portfolio
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Signature Estate & Investment Advisors LLC2.69MShares$186 Million4.53% of portfolio
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Ameriprise Financial Inc Minneapolis, MN2.51MShares$173 Million0.05% of portfolio