Yoder Wealth Management, Inc. Schwab Fundamental U S Large C Call Options Transaction History
Yoder Wealth Management, Inc.
- $154 Billion
- Q2 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding FNDX
# of Institutions
561Shares Held
186MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA130MShares$8.91 Billion1.68% of portfolio
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Captrust Financial Advisors Raleigh, NC4.33MShares$296 Million0.94% of portfolio
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Mc Adam, LLC2.75MShares$188 Million11.18% of portfolio
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Signature Estate & Investment Advisors LLC2.69MShares$184 Million4.53% of portfolio
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Northwest Bancshares, Inc. Warren, PA2.1MShares$144 Million23.99% of portfolio