Powers Advisory Group, LLC Schwab Us Aggregate Bond ETF Call Options Transaction History
Powers Advisory Group, LLC
- $200 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 SCHZ
# of Institutions
630Shares Held
79.4MCall Options Held
100Put Options Held
1.8K-
Jpmorgan Chase & CO New York, NY6.33MShares$145 Million0.02% of portfolio
-
Avantax Planning Partners, Inc.3.4MShares$77.9 Million5.0% of portfolio
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Charles Schwab Trust CO2.9MShares$66.5 Million12.11% of portfolio
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Rockbridge Investment Management, Lcc Syracuse, NY2.85MShares$65.3 Million17.53% of portfolio
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Ameriprise Financial Inc Minneapolis, MN2.68MShares$61.5 Million0.03% of portfolio