Moneta Group Investment Advisors LLC Schwab Strategic Tr Us Large C Call Options Transaction History
Moneta Group Investment Advisors LLC
- $7.05 Billion
- Q4 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding SCHX
# of Institutions
1,478Shares Held
1.09BCall Options Held
71.4KPut Options Held
4.2K-
Us Bancorp \De\206MShares$4.29 Billion6.33% of portfolio
-
Creative Planning Overland Park, KS82.5MShares$1.72 Billion1.86% of portfolio
-
Sei Investments CO Oaks, PA35.2MShares$731 Million1.08% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA33MShares$687 Million28.87% of portfolio
-
Sage Financial Group Inc25.3MShares$527 Million45.2% of portfolio