Leonard Rickey Investment Advisors P.L.L.C. Schwab Fundamental U S Broad M Call Options Transaction History

Leonard Rickey Investment Advisors P.L.L.C.

$523 Million
Q3 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding FNDB

# of Institutions

169

Shares Held

13.8M

Call Options Held

Put Options Held

Callan Capital, LLC La Jolla, CA

1.34M
Shares

$34.6 Million
2.28% of portfolio
Alpha Core Capital LLC La Jolla, CA

1.31M
Shares

$33.9 Million
1.17% of portfolio
Financial Consulate, Inc

1.22M
Shares

$31.7 Million
4.64% of portfolio
Opes Wealth Management LLC Menlo Park, CA

702K
Shares

$18.2 Million
3.04% of portfolio
Cambridge Investment Research Advisors, Inc.

700K
Shares

$18.1 Million
0.05% of portfolio

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