Triangle Securities Wealth Management Schwab Fundamental Intl Large Call Options Transaction History
Triangle Securities Wealth Management
- $380 Million
- Q2 2025
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding FNDF
# of Institutions
665Shares Held
298MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA149MShares$5.98 Billion1.03% of portfolio
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Wealth Enhancement Advisory Services, LLC16.9MShares$680 Million1.22% of portfolio
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Regions Financial Corp11.4MShares$456 Million3.1% of portfolio
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Bank Of America Corp Charlotte, NC6.48MShares$260 Million0.02% of portfolio
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Wells Fargo & Company San Francisco, CA6MShares$241 Million0.05% of portfolio