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

Signature Estate & Investment Advisors LLC

$3.73 Billion
Q1 2025

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding FNDX

# of Institutions

694

Shares Held

591M

Call Options Held

Put Options Held

117

Charles Schwab Investment Management Inc San Francisco, CA

389M
Shares

$9.64 Billion
1.76% of portfolio
Captrust Financial Advisors Raleigh, NC

15.5M
Shares

$385 Million
0.94% of portfolio
Mc Adam, LLC

8.27M
Shares

$205 Million
11.31% of portfolio
Ameriprise Financial Inc Minneapolis, MN

7.76M
Shares

$192 Million
0.05% of portfolio
Boulay Financial Advisors, LLC Eden Prairie, MN

6.27M
Shares

$155 Million
46.8% of portfolio

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