True Wealth Advisors, LLC Schwab Strategic Tr Us Large C Put Options Transaction History
True Wealth Advisors, LLC
- $240 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
1,186Shares Held
165MCall Options Held
148KPut Options Held
24.3K-
Financial Engines Advisors L.L.C. Santa Clara, CA11.4MShares$1.17 Billion2.38% of portfolio
-
Sei Investments CO Oaks, PA9.09MShares$938 Million1.26% of portfolio
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Mather Group, Llc. Chicago, IL8.98MShares$927 Million12.55% of portfolio
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Envestnet Asset Management Inc8.7MShares$898 Million0.31% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ4.93MShares$509 Million1.05% of portfolio