Ml & R Wealth Management LLC Schwab Strategic Tr Us Broad M Put Options Transaction History
Ml & R Wealth Management LLC
- $435 Million
- Q1 2024
Put Options
0 transactions
| Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
|---|
Others Institutions Holding SCHB
# of Institutions
1,267Shares Held
482MCall Options Held
365KPut Options Held
32.6K-
Wealthfront Advisers LLC60.2MShares$1.29 Billion4.02% of portfolio
-
Betterment LLC New York, NY17.8MShares$381 Million0.97% of portfolio
-
Rebalance, LLC Palo Alto, CA11.9MShares$256 Million18.94% of portfolio
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Scs Capital Management LLC Boston, MA10.2MShares$219 Million4.78% of portfolio
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Evensky & Katz LLC9.33MShares$200 Million13.85% of portfolio