National Wealth Management Group, LLC Schwab Short Term Us Treasury Call Options Transaction History
National Wealth Management Group, LLC
- $131 Billion
- Q2 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding SCHO
# of Institutions
614Shares Held
170MCall Options Held
42KPut Options Held
33.9K-
Bank Of America Corp Charlotte, NC75.4MShares$1.82 Billion0.32% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN10.6MShares$257 Million0.14% of portfolio
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Jpmorgan Chase & CO New York, NY9.08MShares$219 Million0.04% of portfolio
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Sei Investments CO Oaks, PA7.6MShares$184 Million0.53% of portfolio
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Envestnet Asset Management Inc3.19MShares$77.1 Million0.05% of portfolio