Valmark Advisers, Inc. Schwab Fundamental U S Broad M Call Options Transaction History
Valmark Advisers, Inc.
- $6.34 Billion
- Q3 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding FNDB
# of Institutions
144Shares Held
4.02MCall Options Held
0Put Options Held
0-
Financial Consulate, Inc554KShares$13.5 Million10.9% of portfolio
-
Callan Capital, LLC La Jolla, CA458KShares$11.2 Million2.26% of portfolio
-
High Tower Advisors, LLC Chicago, IL221KShares$5.39 Million0.02% of portfolio
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Systelligence, LLC201KShares$4.92 Million3.74% of portfolio
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Sound Stewardship, LLC Overland Park, KS198KShares$4.84 Million7.83% of portfolio