St. James Investment Advisors, LLC Schwab Fundamental U S Broad M Call Options Transaction History
St. James Investment Advisors, LLC
- $52.9 Million
- Q4 2022
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding FNDB
# of Institutions
144Shares Held
4.02MCall Options Held
0Put Options Held
0-
Financial Consulate, Inc554KShares$13.5 Million10.9% of portfolio
-
Callan Capital, LLC La Jolla, CA458KShares$11.2 Million2.26% of portfolio
-
High Tower Advisors, LLC Chicago, IL221KShares$5.39 Million0.02% of portfolio
-
Systelligence, LLC201KShares$4.92 Million3.74% of portfolio
-
Sound Stewardship, LLC Overland Park, KS198KShares$4.84 Million7.83% of portfolio