Litman Gregory Wealth Management LLC Schwab Fundamental U S Broad M Put Options Transaction History
Litman Gregory Wealth Management LLC
- $1.1 Billion
- Q1 2024
Put Options
0 transactions
Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
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Others Institutions Holding FNDB
# of Institutions
137Shares Held
3.75MCall Options Held
0Put Options Held
0-
Financial Consulate, Inc549KShares$36.7 Million11.1% of portfolio
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Callan Capital, LLC La Jolla, CA457KShares$30.5 Million2.68% of portfolio
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High Tower Advisors, LLC Chicago, IL211KShares$14.1 Million0.02% of portfolio
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Systelligence, LLC198KShares$13.2 Million3.7% of portfolio
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Sound Stewardship, LLC Overland Park, KS196KShares$13.1 Million7.81% of portfolio