Peachtree Investment Partners, LLC Schwab Strategic Tr 1000 Index Call Options Transaction History
Peachtree Investment Partners, LLC
- $247 Million
- Q1 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
---|
Others Institutions Holding SCHK
# of Institutions
162Shares Held
34.7MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA24.4MShares$1.29 Billion2.79% of portfolio
-
Legacy Wealth Management, Inc3.65MShares$193 Million13.81% of portfolio
-
Warwick Investment Management, Inc.1.88MShares$99.2 Million22.84% of portfolio
-
Armstrong Advisory Group, Inc Needham, MA1.27MShares$67.1 Million5.9% of portfolio
-
Waddell & Associates, LLC950KShares$50.2 Million6.56% of portfolio