First Purpose Wealth LLC Schwab Strategic Tr Us Broad M Call Options Transaction History
First Purpose Wealth LLC
- $275 Million
- Q1 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding SCHB
# of Institutions
1,121Shares Held
160MCall Options Held
230KPut Options Held
29.7K-
Wealthfront Advisers LLC21.9MShares$1.38 Billion4.68% of portfolio
-
Betterment LLC New York, NY6.32MShares$397 Million1.04% of portfolio
-
Scs Capital Management LLC Boston, MA4.02MShares$253 Million5.24% of portfolio
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Rebalance, LLC Palo Alto, CA3.6MShares$226 Million18.06% of portfolio
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Evensky & Katz LLC3.4MShares$213 Million14.63% of portfolio