Keystone Wealth Services, LLC Schwab Strategic Tr Us Dividen Put Options Transaction History
Keystone Wealth Services, LLC
- $336 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
1,753Shares Held
275MCall Options Held
1.92MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC11.5MShares$338 Million0.45% of portfolio
-
Morgan Stanley New York, NY9.23MShares$271 Million0.06% of portfolio
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Sumitomo Life Insurance CO8.94MShares$262 Million14.86% of portfolio
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Avantax Advisory Services, Inc.8.5MShares$250 Million4.81% of portfolio
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Bank Of America Corp Charlotte, NC7.41MShares$218 Million0.05% of portfolio