Signature Estate & Investment Advisors LLC Schwab Fundamental U S Small C Put Options Transaction History

Signature Estate & Investment Advisors LLC

$4.32 Billion
Q3 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding FNDA

# of Institutions

422

Shares Held

120M

Call Options Held

Put Options Held

Charles Schwab Investment Management Inc San Francisco, CA

97.6M
Shares

$3.08 Billion
1.03% of portfolio
Waddell & Associates, LLC

1.25M
Shares

$39.6 Million
9.12% of portfolio
Clarius Group, LLC Seattle, WA

1.04M
Shares

$32.8 Million
4.41% of portfolio
Steele Capital Management, Inc. Dubuque, IA

1M
Shares

$31.7 Million
3.12% of portfolio
Ameriprise Financial Inc Minneapolis, MN

894K
Shares

$28.2 Million
0.01% of portfolio

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