Juncture Wealth Strategies, LLC Schwab Strategic U.S. Mid Cap Put Options Transaction History
Juncture Wealth Strategies, LLC
- $239 Million
- Q2 2024
Put Options
0 transactions
Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
---|
Others Institutions Holding SCHM
# of Institutions
904Shares Held
96MCall Options Held
8KPut Options Held
600-
Financial Engines Advisors L.L.C. Santa Clara, CA21.1MShares$1.68 Billion3.87% of portfolio
-
Creative Planning Overland Park, KS10.1MShares$810 Million0.92% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.69MShares$295 Million0.49% of portfolio
-
Wealth Enhancement Advisory Services, LLC2.14MShares$171 Million0.47% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO2MShares$160 Million2.99% of portfolio