High Tower Advisors, LLC Schwab Fundamental U S Broad M Put Options Transaction History

High Tower Advisors, LLC

$71.3 Billion
Q1 2025

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding FNDB

# of Institutions

164

Shares Held

12.3M

Call Options Held

0

Put Options Held

0

Financial Consulate, Inc

1.42M
Shares

$35 Million
7.01% of portfolio
Callan Capital, LLC La Jolla, CA

1.34M
Shares

$32.9 Million
2.28% of portfolio
Opes Wealth Management LLC Menlo Park, CA

635K
Shares

$15.6 Million
3.01% of portfolio
Sound Stewardship, LLC Overland Park, KS

617K
Shares

$15.2 Million
7.63% of portfolio
Cambridge Investment Research Advisors, Inc.

612K
Shares

$15.1 Million
0.05% of portfolio

About SCHWAB FUNDAMENTAL U S BROAD M

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