Tria Gen Wealth Management LLC Schwab Strategic Tr Us Large C Put Options Transaction History
Tria Gen Wealth Management LLC
- $221 Million
- Q1 2024
Put Options
0 transactions
Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
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Others Institutions Holding SCHG
# of Institutions
1,179Shares Held
165MCall Options Held
148KPut Options Held
24.3K-
Financial Engines Advisors L.L.C. Santa Clara, CA11.4MShares$1.07 Billion2.38% of portfolio
-
Sei Investments CO Oaks, PA9.09MShares$859 Million1.26% of portfolio
-
Mather Group, Llc. Chicago, IL8.98MShares$849 Million12.55% of portfolio
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Envestnet Asset Management Inc8.7MShares$822 Million0.31% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ4.93MShares$465 Million1.05% of portfolio