Martel Wealth Advisors Inc Schwab Strategic Tr Us Large C Call Options Transaction History
Martel Wealth Advisors Inc
- $489 Billion
- Q3 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding SCHX
# of Institutions
1,353Shares Held
349MCall Options Held
34.3KPut Options Held
1.2K-
Creative Planning Overland Park, KS27.9MShares$667 Million1.88% of portfolio
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Moneta Group Investment Advisors LLC St Louis, MO25.6MShares$612 Million18.81% of portfolio
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Us Bancorp \De\20.6MShares$492 Million1.81% of portfolio
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Mercer Global Advisors Inc Denver, CO13.9MShares$332 Million2.07% of portfolio
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Sei Investments CO Oaks, PA12.4MShares$295 Million1.12% of portfolio