Minot Wealth Management LLC Schwab Strategic Tr Us Dividen Call Options Transaction History
Minot Wealth Management LLC
- $389 Million
- Q2 2022
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding SCHD
# of Institutions
1,658Shares Held
273MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$925 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$841 Million0.15% of portfolio
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Morgan Stanley New York, NY9.27MShares$767 Million0.06% of portfolio
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Sumitomo Life Insurance CO8.94MShares$739 Million15.07% of portfolio
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Avantax Advisory Services, Inc.8.27MShares$684 Million4.66% of portfolio