Serenus Wealth Advisors, LLC Schwab Strategic Tr Us Large C Call Options Transaction History
Serenus Wealth Advisors, LLC
- $575 Billion
- Q4 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding SCHX
# of Institutions
1,419Shares Held
806MCall Options Held
34.3KPut Options Held
1.2K-
Us Bancorp \De\206MShares$4.92 Billion6.33% of portfolio
-
Sei Investments CO Oaks, PA35.2MShares$839 Million1.08% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA32.1MShares$767 Million29.48% of portfolio
-
Creative Planning Overland Park, KS27.9MShares$666 Million1.88% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO26.2MShares$626 Million8.63% of portfolio