Headinvest, LLC Schwab Strategic U.S. Mid Cap Call Options Transaction History
Headinvest, LLC
- $497 Million
- Q2 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding SCHM
# of Institutions
910Shares Held
94.7MCall Options Held
6.2KPut Options Held
3K-
Financial Engines Advisors L.L.C. Santa Clara, CA21.2MShares$1.69 Billion3.68% of portfolio
-
Creative Planning Overland Park, KS10MShares$800 Million0.84% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.18MShares$253 Million0.39% of portfolio
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Northwestern Mutual Wealth Management CO2.28MShares$182 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO2.23MShares$178 Million2.77% of portfolio