Signature Estate & Investment Advisors LLC Schwab Fundamental U S Large C Call Options Transaction History

Signature Estate & Investment Advisors LLC

$3.94 Billion
Q4 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding FNDX

# of Institutions

681

Shares Held

580M

Call Options Held

Put Options Held

Charles Schwab Investment Management Inc San Francisco, CA

393M
Shares

$8.97 Billion
1.77% of portfolio
Captrust Financial Advisors Raleigh, NC

14.9M
Shares

$341 Million
1.03% of portfolio
Mc Adam, LLC

9.11M
Shares

$208 Million
11.9% of portfolio
Steele Capital Management, Inc. Dubuque, IA

6.05M
Shares

$138 Million
7.44% of portfolio
Northwest Bancshares, Inc. Warren, PA

5.91M
Shares

$135 Million
26.0% of portfolio

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