Waddell & Associates, LLC Schwab Strategic Tr 1000 Index Call Options Transaction History
Waddell & Associates, LLC
- $734 Million
- Q1 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding SCHK
# of Institutions
158Shares Held
34.7MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA24.4MShares$1.29 Billion2.79% of portfolio
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Legacy Wealth Management, Inc3.68MShares$195 Million13.76% of portfolio
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Warwick Investment Management, Inc.1.88MShares$99.5 Million22.84% of portfolio
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Armstrong Advisory Group, Inc Needham, MA1.25MShares$66.1 Million5.85% of portfolio
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Colony Group LLC Boston, MA288KShares$15.3 Million0.18% of portfolio