Resource Planning Group Schwab Fundamental Intl Small Put Options Transaction History
Resource Planning Group
- $158 Million
- Q4 2023
Put Options
0 transactions
Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
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Others Institutions Holding FNDC
# of Institutions
266Shares Held
57.3MCall Options Held
3.5KPut Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA46.8MShares$1.98 Billion0.32% of portfolio
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Victory Capital Management Inc1MShares$42.5 Million0.04% of portfolio
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Exencial Wealth Advisors, LLC Oklahoma City, OK590KShares$25 Million0.9% of portfolio
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Ghp Investment Advisors, Inc. Denver, CO577KShares$24.5 Million1.02% of portfolio
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Kelman Lazarov, Inc. Memphis, TN476KShares$20.2 Million3.48% of portfolio