Red Tortoise LLC Schwab Strategic Tr 1000 Index Call Options Transaction History
Red Tortoise LLC
- $199 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 SCHK
# of Institutions
181Shares Held
44.4MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA28.6MShares$828 Million3.25% of portfolio
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Legacy Wealth Management, Inc6.97MShares$202 Million12.67% of portfolio
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Armstrong Advisory Group, Inc Needham, MA2.63MShares$76.2 Million5.98% of portfolio
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Warwick Investment Management, Inc.2.1MShares$60.7 Million27.6% of portfolio
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Waddell & Associates, LLC963KShares$27.9 Million6.53% of portfolio