Sage View Advisory Group, LLC Schwab Fundamental U S Small C Call Options Transaction History
Sage View Advisory Group, LLC
- $1.98 Trillion
- Q1 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding FNDA
# of Institutions
384Shares Held
120MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Advisory, Inc. San Francisco, CA96MShares$5.27 Billion7.52% of portfolio
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Waddell & Associates, LLC1.23MShares$67.6 Million9.56% of portfolio
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Clarius Group, LLC Seattle, WA1.07MShares$58.5 Million4.27% of portfolio
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Steele Capital Management, Inc. Dubuque, IA942KShares$51.7 Million3.09% of portfolio
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Morgan Stanley New York, NY924KShares$50.8 Million0.0% of portfolio