York Bridge Wealth Partners, LLC Schwab Strategic Tr Us Broad M Call Options Transaction History
York Bridge Wealth Partners, LLC
- $394 Million
- Q4 2022
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding SCHB
# of Institutions
1,186Shares Held
210MCall Options Held
172KPut Options Held
20.7K-
Wealthfront Advisers LLC20.6MShares$485 Million4.26% of portfolio
-
Hengehold Capital Management LLC8.94MShares$211 Million19.23% of portfolio
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Hb Wealth Management, LLC6.51MShares$153 Million1.52% of portfolio
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Betterment LLC New York, NY6.06MShares$143 Million0.97% of portfolio
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Summit Financial Strategies, Inc.4.05MShares$95.4 Million11.0% of portfolio