Legacy Wealth Management, Inc Schwab Strategic Tr Mun Bd ETF Call Options Transaction History
Legacy Wealth Management, Inc
- $1.5 Billion
- Q1 2025
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|---|---|---|---|---|
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
Others Institutions Holding SCMB
# of Institutions
91Shares Held
7.74MCall Options Held
0Put Options Held
0-
Jones Financial Companies Lllp4.61MShares$00.0% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA1.17MShares$00.0% of portfolio
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Pallas Capital Advisors LLC Braintree, MA669KShares$00.0% of portfolio
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Fort Point Capital Partners LLC San Francisco, CA653KShares$00.0% of portfolio
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Wedmont Private Capital574KShares$00.0% of portfolio