Holderness Investments CO Schwab Strategic Tr Us Dividen Put Options Transaction History
Holderness Investments CO
- $455 Million
- Q3 2024
Put Options
0 transactions
Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
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Others Institutions Holding SCHD
# of Institutions
1,786Shares Held
340MCall Options Held
1.92MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC11.5MShares$325 Million0.45% of portfolio
-
Orgel Wealth Management, LLC11.1MShares$312 Million8.18% of portfolio
-
Morgan Stanley New York, NY9.23MShares$261 Million0.06% of portfolio
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Sumitomo Life Insurance CO8.94MShares$252 Million14.86% of portfolio
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Avantax Advisory Services, Inc.8.5MShares$240 Million4.81% of portfolio