First National Bank Of Mount Dora, Trust Investment Services Schwab Strategic Tr Us Broad M Call Options Transaction History
First National Bank Of Mount Dora, Trust Investment Services
- $423 Million
- Q3 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding SCHB
# of Institutions
1,159Shares Held
168MCall Options Held
197KPut Options Held
19.4K-
Wealthfront Advisers LLC21.2MShares$468 Million4.49% of portfolio
-
Betterment LLC New York, NY6.17MShares$136 Million1.01% of portfolio
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Strategic Financial Concepts, LLC San Antonio, TX4.7MShares$104 Million0.17% of portfolio
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Scs Capital Management LLC Boston, MA3.89MShares$86.1 Million5.13% of portfolio
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Rebalance, LLC Palo Alto, CA3.82MShares$84.6 Million18.64% of portfolio