Leonard Rickey Investment Advisors P.L.L.C. Schwab Fundamental U S Large C Put Options Transaction History

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

$494 Million
Q2 2025

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding FNDX

# of Institutions

725

Shares Held

619M

Call Options Held

Put Options Held

Charles Schwab Investment Management Inc San Francisco, CA

402M
Shares

$10.7 Billion
1.77% of portfolio
Captrust Financial Advisors Raleigh, NC

16.3M
Shares

$432 Million
0.93% of portfolio
Boulay Financial Advisors, LLC Eden Prairie, MN

8.54M
Shares

$226 Million
27.32% of portfolio
Mc Adam, LLC

8.27M
Shares

$219 Million
11.31% of portfolio
Ameriprise Financial Inc Minneapolis, MN

8.11M
Shares

$215 Million
0.05% of portfolio

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