Great Waters Wealth Management Schwab Strategic Tr Us Emergin Call Options Transaction History
Great Waters Wealth Management
- $742 Billion
- Q3 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding SCHE
# of Institutions
780Shares Held
141MCall Options Held
28.1KPut Options Held
200-
Creative Planning Overland Park, KS21.2MShares$576 Million0.62% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.2MShares$521 Million1.15% of portfolio
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High Tower Advisors, LLC Chicago, IL7.81MShares$212 Million0.33% of portfolio
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Us Bancorp \De\3.81MShares$103 Million0.14% of portfolio
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Sage View Advisory Group, LLC Newport Beach, CA2.84MShares$77.1 Million4.21% of portfolio