Southern Wealth Management, LLP Schwab Strategic Tr Us Small C Call Options Transaction History
Southern Wealth Management, LLP
- $258 Million
- Q1 2023
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding SCHA
# of Institutions
1,166Shares Held
173MCall Options Held
55.6KPut Options Held
7.8K-
Empower Advisory Group, LLC Greenwood Village, CO25.3MShares$677 Million2.22% of portfolio
-
Bank Of America Corp Charlotte, NC22.1MShares$591 Million0.1% of portfolio
-
Personal Capital Advisors Corp10.5MShares$281 Million2.07% of portfolio
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Sei Investments CO Oaks, PA7.32MShares$196 Million0.5% of portfolio
-
Advisory Alpha, LLC4.23MShares$113 Million3.94% of portfolio