Strata Wealth Advisors, LLC Schwab Fundamental U S Large C Put Options Transaction History

Strata Wealth Advisors, LLC

$319 Billion
Q4 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding FNDX

# of Institutions

628

Shares Held

519M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

393M
Shares

$9.61 Billion
1.77% of portfolio
Signature Estate & Investment Advisors LLC

10.4M
Shares

$254 Million
6.25% of portfolio
Mc Adam, LLC

9.11M
Shares

$223 Million
11.9% of portfolio
Steele Capital Management, Inc. Dubuque, IA

5.98M
Shares

$146 Million
7.37% of portfolio
Captrust Financial Advisors Raleigh, NC

4.64M
Shares

$113 Million
1.01% of portfolio

About SCHWAB FUNDAMENTAL U S LARGE C

Ticker FNDX
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