Sound Stewardship, LLC Schwab Fundamental U S Broad M Call Options Transaction History
Sound Stewardship, LLC
- $168 Billion
- Q4 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding FNDB
# of Institutions
143Shares Held
6.21MCall Options Held
0Put Options Held
0-
Financial Consulate, Inc554KShares$13.4 Million10.9% of portfolio
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Opes Wealth Management LLC Menlo Park, CA519KShares$12.5 Million2.48% of portfolio
-
Callan Capital, LLC La Jolla, CA458KShares$11.1 Million2.26% of portfolio
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High Tower Advisors, LLC Chicago, IL221KShares$5.33 Million0.02% of portfolio
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Systelligence, LLC201KShares$4.87 Million3.74% of portfolio