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

Signature Estate & Investment Advisors LLC

$4.32 Billion
Q3 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

597

Shares Held

193M

Call Options Held

Put Options Held

Charles Schwab Investment Management Inc San Francisco, CA

131M
Shares

$3.12 Billion
1.82% of portfolio
Captrust Financial Advisors Raleigh, NC

4.64M
Shares

$111 Million
1.01% of portfolio
Mc Adam, LLC

2.92M
Shares

$69.7 Million
11.84% of portfolio
Ameriprise Financial Inc Minneapolis, MN

2.33M
Shares

$55.7 Million
0.04% of portfolio
Northwest Bancshares, Inc. Warren, PA

2.07M
Shares

$49.5 Million
25.43% of portfolio

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