Great Waters Wealth Management Schwab Strategic Tr Us Large C 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 SCHX
# of Institutions
1,336Shares Held
460MCall Options Held
24.7KPut Options Held
3.6K-
Creative Planning Overland Park, KS27.9MShares$660 Million1.88% of portfolio
-
Us Bancorp \De\20.6MShares$487 Million1.81% of portfolio
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Sei Investments CO Oaks, PA12.4MShares$292 Million1.12% of portfolio
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Hbk Sorce Advisory LLC Erie, PA10.6MShares$252 Million28.24% of portfolio
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Sage Financial Group Inc8.35MShares$198 Million46.31% of portfolio