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

Strata Wealth Advisors, LLC

$290 Billion
Q2 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

576

Shares Held

191M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

130M
Shares

$3.22 Billion
1.68% of portfolio
Captrust Financial Advisors Raleigh, NC

4.33M
Shares

$107 Million
0.94% of portfolio
Signature Estate & Investment Advisors LLC

3.2M
Shares

$79 Million
5.31% of portfolio
Mc Adam, LLC

2.92M
Shares

$72.1 Million
11.84% of portfolio
Ameriprise Financial Inc Minneapolis, MN

2.08M
Shares

$51.4 Million
0.04% of portfolio

About SCHWAB FUNDAMENTAL U S LARGE C

Ticker FNDX
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