Rkl Wealth Management LLC Schwab Us Aggregate Bond ETF Call Options Transaction History
Rkl Wealth Management LLC
- $1.1 Billion
- 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
628Shares Held
83MCall Options Held
100Put Options Held
0-
Jpmorgan Chase & CO New York, NY6.33MShares$144 Million0.02% of portfolio
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Ameriprise Financial Inc Minneapolis, MN4.15MShares$94.3 Million0.05% of portfolio
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Avantax Planning Partners, Inc.3.14MShares$71.3 Million5.37% of portfolio
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Charles Schwab Trust CO2.9MShares$65.9 Million12.11% of portfolio
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Rockbridge Investment Management, Lcc Syracuse, NY2.85MShares$64.7 Million17.53% of portfolio