Northwest Wealth Management, LLC Schwab Fundamental Intl Small Call Options Transaction History
Northwest Wealth Management, LLC
- $422 Million
- Q3 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding FNDC
# of Institutions
240Shares Held
59.4MCall Options Held
1KPut Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA49.2MShares$1.75 Billion0.37% of portfolio
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Victory Capital Management Inc1MShares$35.6 Million0.04% of portfolio
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Exencial Wealth Advisors, LLC Oklahoma City, OK609KShares$21.6 Million0.85% of portfolio
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Ghp Investment Advisors, Inc. Denver, CO529KShares$18.8 Million0.94% of portfolio
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Kelman Lazarov, Inc. Memphis, TN455KShares$16.2 Million3.31% of portfolio